Roy Morris Email & Phone Number
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Roy Morris Location
- Marana, AZ, US
Roy Morris Work
- Financial Planner @ Morris Financial (March 2026 - Present)
- Investment Adviser Representative @ (January 2023 - Present)
- Registered Representative @ (November 2025 - Present)
- Financial Planner @ (January 2020 - March 2026)
- Financial Planner @ Osaic (June 2024 - November 2025)
- Financial Planner @ (January 2023 - June 2024)
- Financial Planner @ (January 2010 - January 2023)
- Financial Planning Intern @ Raytheon (May 2009 - August 2009)
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
- Annuities
- Arizona State Retirement System
- Bonds
- Business Owner Planning
- Disability Insurance
- ETFs
- Estate Planning
- Estate Planning Strategies
- Fiduciary Services
- Financial Planning
- Holistic Financial Planning
- Income Protection Strategies
- Independent Financial Advice
- Insurance Planning
- Investment Advisor
- Investment Advisory Services
- Investment Management
- Investments
- Life Insurance
- Mutual Funds
- Retirement Benefits
- Retirement Income
- Retirement Income Planning
- Retirement Income Strategies
- Retirement Plan Consulting
- Retirement Planning
- Securities
- Small Business Retirement Planning
- Social Security
- Stocks
- Variable Annuities
- Variable Life
- Finance
- Insurance
- Microsoft Office
- Science
- History
- Pension Analysis
- Taxation
- Financial Reporting
- Holistic Financial Strategies
- College Education Planning
- Financial Advisory
- Strategy
- Financial Analysis
- Financial Services
- 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 Annuities, Arizona State Retirement System, Bonds, Business Owner Planning, Disability Insurance and more. Roy Morris has 1 emails and 1 mobile phone numbers on RocketReach.
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