Randy Morris Email & Phone Number
CEO, President
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Randy Morris Location
- Scottsdale, AZ, US
Randy Morris Work
- 2002 -now CEO, President @ Summit Wealth Group
- 2011 -now Board Member @ Lake Forest Ranch
- 1985 -2002 CEO, Founder @ EFP, Inc.
Randy Morris Education
- University of Colorado at Boulder 1978-1982
Randy Morris Skills
- Investments
- Strategic Financial Planning
- Insurance
- Financial Services
- Strategic Planning
- Accounting
- Wealth Accumulation
- Personal Tax Planning
- Retirement Planning
- Wealth Management
- Securities
- Finance
- Personal Financial Planning
- Certified Financial Planner
- CFP
- Holistic Financial Planning
- Tax
- Tax Preparation
- Personal Finance
- College Education Planning
- Customer Service
- Asset Management
- CFP®
- Management
- Mutual Funds
- Investment Advisory
- Portfolio Management
- Certified Financial
- Holistic Financial
- College Education
- Personal Financial
- Strategic Financial
Randy Morris Summary
- Randy Morris, based in Scottsdale, AZ, US, is currently a CEO, President at Summit Wealth Group. Randy Morris brings experience from previous roles at Lake Forest Ranch and EFP, Inc.. Randy Morris holds a 1978 - 1982 University of Colorado at Boulder. With a robust skill set that includes Investments, Strategic Financial Planning, Insurance, Financial Services, Strategic Planning and more. Randy Morris has 1 emails on RocketReach.
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