Principal and Senior Wealth Advisor @ (March 2024 - December 2025)
Senior Financial Advisor @ (February 2023 - March 2024)
Senior Financial Advisor @ (July 2017 - February 2023)
Financial Advisor @ (February 2014 - July 2017)
Portfolio Investment Research Associate @ Lighthouse Financial LLC (March 2013 - February 2014)
Stockbroker @ Scottrade (December 2011 - March 2013)
Financial Advisor @ (May 2010 - December 2011)
President @ Purdue Collegiate Financial Planners Club (August 2009 - May 2010)
Student Supervisor @ Purdue University Boiler Crossing (September 2008 - May 2010)
Sales Intern @ Liberty Mutual Insurance Company (May 2009 - August 2009)
Tyler Morris Education
Purdue University
Bachelor of Science (Financial Counseling and Planning)
2006-2010
Tyler Morris Skills
Communication
Customer Service
Data Analysis
Finance
Financial Analysis
Financial Modeling
Insurance
Investments
Leadership
Marketing
Microsoft Excel
Microsoft Office
Mutual Funds
Networking
Portfolio Management
PowerPoint
Research Skills
Securities License
Strategic Financial Planning
Strategic Planning
Trading
Social Media
Microsoft Word
Public Speaking
Tyler Morris Summary
Tyler Morris, based in Broomfield, CO, US, is currently a Senior Vice President, Wealth Advisor at Farther. Tyler Morris brings experience from previous roles at Compound, Empower and Personal Capital. Tyler Morris holds a 2006 - 2010 Bachelor of Science in Financial Counseling and Planning @ Purdue University. With a robust skill set that includes Communication, Customer Service, Data Analysis, Finance, Financial Analysis and more. Tyler Morris has 2 emails and 2 mobile phone numbers on RocketReach.
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