Roy Morris Email & Phone Number
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Roy Morris Location
- Marana, AZ, US
Roy Morris Work
- 2026 -now Financial Planner @ Morris Financial
- 2023 -now Investment Adviser Representative @
- 2025 -now Registered Representative @
- 2020 -2026 Financial Planner @
- 2024 -2025 Financial Planner @ Osaic
- 2023 -2024 Financial Planner @
- 2010 -2023 Financial Planner @
- 2009 -2009 Financial Planning Intern @
Roy Morris Education
- The American College
RICP® (Financial Planning and Services)
2012-2014 - University of Arizona, Eller College of Management
Bachelor's Degree (Finance)
2007-2009
Roy Morris Skills
- Finance
- Insurance
- Microsoft Office
- Investments
- Science
- History
- Retirement Planning
- Pension Analysis
- Taxation
- Income Protection Strategies
- Financial Reporting
- Arizona State Retirement System
- Estate Planning Strategies
- Small Business Retirement Planning
- Holistic Financial Strategies
- Retirement Income Planning
- Retirement Benefits
- Social Security
- Retirement Plan Consulting
- College Education Planning
- Financial Advisory
- Strategy
- Financial Analysis
- Financial Services
- Business Owner Planning
- Financial Planning
- Retirement
- Planning
- Asset Allocation
- Wealth Management
Roy Morris Summary
- Roy Morris, based in Marana, AZ, US, is currently a Financial Planner at Morris Financial. Roy Morris brings experience from previous roles at Priority Financial Group, United Planners Financial Services, Phocus Financial and Osaic. Roy Morris holds a 2012 - 2014 RICP® in Financial Planning and Services @ The American College. With a robust skill set that includes Finance, Insurance, Microsoft Office, Investments, Science and more. Roy Morris has 1 emails and 1 mobile phone numbers on RocketReach.
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