Josh Morris Email & Phone Number
Founder @ Josh Morris, CPA, PLLC
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Josh Morris Location
- Mustang, OK, US
Josh Morris Work
- 2022 -now Founder @
- 2024 -2025 Lead Financial Planner @
- 2015 -2024 Financial Planner @
- 2013 -2015 Chief Financial Officer @
- 2012 -2013 Analyst @
- 2009 -2012 Tax Senior @
- 2007 -2009 Counter Intelligence Agent @
- 2008 -2008 Tax Intern @
- 2006 -2008 Admission Access Coordinator @
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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