Professional Experience

Morris began his professional career as an Assistant Property Manager at Commerce Square in center city Philadelphia.  In 1999, he served a two-year apprenticeship with a Financial Planner, during which time he became registered in the financial services industry and acted as a General Securities Principal.  Following Morris’ apprenticeship, he managed a branch office of Jefferson Pilot Securities for two years before eventually joining Valley Financial Group in 2003.

At Valley Financial Group, Morris offers comprehensive financial planning as a CERTIFIED FINANCIAL PLANNER ™ and serves as an internal consultant to the team.  Morris is an Investment Advisor Representative of Valley Financial Group and is a Registered Representative with broker-dealer, Purshe Kaplan Sterling (PKS).

A Personal Note 

Morris was born and raised in Bristol Borough, Pennsylvania, a northern suburb of Philadelphia.  Morris graduated from Drexel University with a Bachelor of Science in Commerce and Engineering Sciences with a concentration in Finance.  He presently resides in Jenkintown, PA, with his wife, Shannon, and their two children.