Josh Morris Email & Phone Number
Founder @ Josh Morris, CPA, PLLC
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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
- Estate Planning
- Tax
- Personal Finance
- Strategic Financial Planning
- High Net Worth Individuals
- Investments
- CPA
- Microsoft Excel
- Financial Planners
- Income Tax
- Accounting
- Tax Returns
- Finance
- Financial Analysis
- Wealth Management
- Financial Planning
- Corporate Tax
- Tax Accounting
- Tax Preparation
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 Estate Planning, Tax, Personal Finance, Strategic Financial Planning, High Net Worth Individuals and more. Josh Morris has 3 emails and 2 mobile phone numbers on RocketReach.
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