Roy Morris Email & Phone Number

Financial Planner @ Osaic

5 free lookup(s).
No credit card required.

Roy Morris Location

Phoenix, AZ, US

Roy Morris Work

2024 - now Financial Planner @ Osaic
2023 - now Investment Adviser Representative @ Priority Financial Group
View Department
2020 - now Financial Planner @ Phocus Financial
View Department

2023 - 2024 Financial Planner @ Securities America Inc.
View Department
2010 - 2023 Financial Planner @ Equitable Advisors
View Department
2009 - 2009 Financial Planning Intern @ Raytheon Technologies
View Department

see less

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

see less

Roy Morris Summary

Roy Morris, based in Phoenix, AZ, US, is currently a Financial Planner at Osaic. Roy Morris brings experience from previous roles at Priority Financial Group, Phocus Financial, Securities America Inc. and Equitable Advisors. 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 2 emails and 1 mobile phone numbers on RocketReach.

Roy Morris Emails

Found 2 emails

Roy Morris Phone Numbers

Found 2 phone numbers

5 free lookup(s).
No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

Redirecting you to the search page.

If you're not automatically redirected, please click here

Looking for a different Roy Morris?

Find contact details for 700 million professionals.

Search

Top Osaic Employees

Danny Noles

CEO and Founder-The Noles Group-Osaic Wealth at Osaic

Birmingham, AL, US
1
- amerilife.com
2
- +1 214-642-XXXX
- +1 214-403-XXXX
Tony Petsis

Founder and President of Anthony Petsis and Associates | Financial, Retirement and Estate Planner at Osaic

Newtown Grant, PA, US
4
- osaic.com
- apetsis.com
- yahoo.com
- advisorgroup.com
5+
- +1 215-355-XXXX
- +1 215-579-XXXX
- +1 215-531-XXXX
- +1 215-579-XXXX
- +1 215-260-XXXX
- +1 215-968-XXXX
Kristy Britt

Chief Financial Officer at Osaic

Scottsdale, AZ, US
2
- yahoo.com
- osaic.com
4
- +1 415-350-XXXX
- +1 213-595-XXXX
- +1 763-278-XXXX
- +1 800-552-XXXX
Shannon Reid

President at Osaic

Florida, United States
2
- yahoo.com
- osaic.com
5
- +1 813-837-XXXX
- +1 727-360-XXXX
- +1 727-567-XXXX
- +1 813-835-XXXX
- +1 678-770-XXXX
Holger Kunst

Chief Information Officer - Osaic Institutions at Osaic

Boston, MA, US
2
- gmail.com
- osaic.com
5
- +1 203-599-XXXX
- +1 617-407-XXXX
- +1 617-437-XXXX
- +1 707-258-XXXX
- +1 203-599-XXXX
Neal Slafsky

Managing Director, Head of Office at Osaic

Fort Lauderdale, FL, US
4
- gmail.com
- yahoo.com
- bellsouth.net
- osaic.com
5+
- +1 561-477-XXXX
- +1 608-692-XXXX
- +1 954-689-XXXX
- +1 561-477-XXXX
- +1 954-649-XXXX
- +1 954-267-XXXX
Jimmy Kuhn

Managing Director, CERTIFIED FINANCIAL PLANNER™ at Osaic

Holbrook, NY, US
1
- gmail.com
1
- +1 716-397-XXXX
Dalchand Laljit

Chief Administrative Officer (CAO) at Osaic

New York, NY, US
2
- aol.com
- yahoo.com
5+
- +1 614-284-XXXX
- +1 516-488-XXXX
- +1 516-643-XXXX
- +1 631-588-XXXX
- +1 516-680-XXXX
- +1 631-580-XXXX
Amy Hamilton

Chief Administrative Officer at Osaic

Charlotte, NC, US
3
- osaic.com
- gmail.com
- advisorgroup.com
3
- +1 765-960-XXXX
- +1 803-833-XXXX
- +1 704-749-XXXX
Chase Apma

Managing Director at Osaic

Hauppauge, NY, US
1
- yahoo.com
3
- +1 631-424-XXXX
- +1 631-880-XXXX
- +1 631-244-XXXX
Scott Seiffert

Chief Accounting Officer at Osaic

St. Louis, MO, US
2
- osaic.com
- advisorgroup.com
5+
- +1 314-761-XXXX
- +1 314-875-XXXX
- +1 314-304-XXXX
- +1 314-293-XXXX
- +1 402-210-XXXX
- +1 402-575-XXXX
Anthony Lancaster

Chief Data Officer at Osaic

Birmingham, AL, US
3
- yahoo.com
- osaic.com
- advisorgroup.com
3
- +1 205-263-XXXX
- +1 205-790-XXXX
- +1 205-437-XXXX
Dimple Shah

Executive Vice President, Head of Corporate Strategy at Osaic

Rancho Santa Fe, CA, US
2
- gmail.com
- osaic.com
2
- +1 858-759-XXXX
- +1 858-722-XXXX
Julie Clark

Vice President, Business Development, OSAIC at Osaic

Winthrop, MA, US
3
- hotmail.com
- advisorgroup.com
- osaic.com
3
- +1 781-821-XXXX
- +1 480-249-XXXX
- +1 978-851-XXXX
Mike Allen

Senior Vice President - Digital Solutions at Osaic

Denver, CO, US
5
- gmail.com
- yahoo.com
- mac.com
- osaic.com
- advisorgroup.com
5
- +1 415-699-XXXX
- +1 617-714-XXXX
- +1 303-408-XXXX
- +1 972-934-XXXX
- +1 972-951-XXXX
Sudhakar Kanagarajan

Senior Vice President, Head of Engineering and Architecture at Osaic

United States
3
- gmail.com
- osaic.com
- advisorgroup.com
4
- +1 617-283-XXXX
- +1 877-310-XXXX
- +1 508-652-XXXX
- +1 508-720-XXXX

View Similar Profiles

How It Works

Get a Free Account

Search the #1 Contact Database

Get contact details of over 700M profiles across 60M companies – all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.

Use our AI-Powered Email Finder

Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.