Josh Morris Email & Phone Number
Founder @ Josh Morris, CPA, PLLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Josh Morris Location
- Mustang, OK, US
Josh Morris Work
- Founder @ (January 2022 - Present)
- Lead Financial Planner @ (October 2024 - July 2025)
- Financial Planner @ (September 2015 - October 2024)
- Chief Financial Officer @ (September 2013 - August 2015)
- Analyst @ (July 2012 - September 2013)
- Tax Senior @ (July 2009 - July 2012)
- Counter Intelligence Agent @ (May 2007 - June 2009)
- Tax Intern @ (June 2008 - August 2008)
- Admission Access Coordinator @ (May 2006 - April 2008)
Josh Morris Education
- Southern Methodist University
Certificate Program in Financial Planning
2013-2013 - Oklahoma Christian University
BBA (Accounting)
2005-2009
Josh Morris Skills
- Accounting
- Analytical Skills
- BNA Income Tax Planner
- CPA
- Cash Flow Forecasting
- Certified Financial Planner
- Client Relations
- Client Services
- Comprehensive Planning
- Corporate Tax
- Creative Problem Solving
- Critical Thinking
- Customer Experience
- Customer Relationship Management (CRM)
- Data Analysis
- Education Planning
- Estate Planning
- Excel Models
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planners
- Financial Planning
- GoSystems
- High Net Worth Individuals
- Income Tax
- Interpersonal Communication
- Investments
- Microsoft Excel
- Microsoft Office
- Organization Skills
- Orion
- PFS
- Personal Finance
- Personal Financial Planning
- Personal Tax Planning
- Philanthropy
- ProSystem fx Tax
- Problem Solving
- Strategic Financial Planning
- Tax
- Tax Accounting
- Tax Planning
- Tax Preparation
- Tax Returns
- Time Management
- Wealth Management
- Wealth Management Services
- Written Communication
- eMoney
Josh Morris Summary
- Josh Morris, based in Mustang, OK, US, is currently a Founder at Josh Morris, CPA, PLLC. Josh Morris brings experience from previous roles at Range, Strategic Financial Planning Inc, Strait Capital Company Ltd and Tolleson Wealth Management. Josh Morris holds a 2013 - 2013 Certificate Program in Financial Planning @ Southern Methodist University. With a robust skill set that includes Accounting, Analytical Skills, BNA Income Tax Planner, CPA, Cash Flow Forecasting and more. Josh Morris has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Josh Morris?
Find contact details for 700 million professionals.
Others Named Josh Morris
Josh Morris
VP Finance, Controller
Atlanta, GA, US
Josh Morris
Senior Director, Data Science and Analytics
Portland, OR, US
Josh Morris
Founder
Bury, GB
Josh Morris
Vice President of Preconstruction Services
Fishers, IN, US
Josh Morris
Owner and President
Wilmington, NC, US
Top Josh Morris, CPA, PLLC Employees
Josh Morris
Founder
Mustang, OK, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co