Glen E. Morris, AIF®, RICP®

Glen Morris began his career in the financial industry in 1994 and has over 30 years’ experience helping clients develop and maintain structured investment strategies to pursue their financial objectives. His professional FINRA Exams include Series SIE, 7, 24, 63, and 66. Morris also holds the additional designations of AIF^®, and RICP^®. 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. The Retirement Income Certified Professional^® (RICP^®) Designation conferred by The American College of Financial Services is an industry-recognized mark of excellence demonstrating a financial advisor’s depth of knowledge around retirement planning. This includes a mastery of subjects of growing concern to many Americans, like income planning, life insurance, wealth transfer and distribution planning, Social Security management, business succession, and long-term care planning.

Morris grew up on the island of Key Biscayne, Florida, graduated from Florida State University in 1990, and has been a resident of Boca Raton, Florida for over 30 years. He is an active member of his local church where he is a founding member of the Prayer and Healing Team, as well as playing rhythm and lead guitar in the church band. In his free time Morris enjoys playing guitar, golfing, tennis, surfing, and fishing as well as other outdoor activities with clients, friends, and family.