Glen E. Morris, AIF®
Financial Advisor, Portfolio Manager
Glen Morris began his career in the financial industry in 1994 and has over 25 years’ experience helping clients develop and maintain structured investment plans and portfolios to pursue their financial objectives. His investment services include stocks, bonds, mutual funds, managed money programs, options, unit investment trusts, government securities, certificates of deposit, annuities, variable annuities, fixed indexed annuities, life and health insurance, long-term care insurance, college planning, retirement planning, estate planning, and more. He graduated from Florida State University in 1990 with a Bachelor of Science degree. His professional registrations include the Series 7, 24, 63, 66 and SIE registrations. Mr. Morris has also obtained the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF® Designation.
Glen grew up on the island of Key Biscayne, Florida, and has been a resident of Boca Raton, Florida for over 25 years. In his free time Glen enjoys golfing, tennis, surfing, and fishing as well as other outdoor activities with clients, friends, and family.