Brynn Morris

I have the privilege of being part of a Father-Daughter team with over 50 years combined experience working with high net worth families and medical professionals.  Our mission is to help our clients build their wealth for the future and protect their present assets from the unforeseen. We create a custom wealth management plan for each client to help ensure they have sufficient savings to enjoy retirement and beyond. We strive to be our client's personal CFO handling all aspects of their financial life by coordinating financial planning, estate planning, and tax planning in our offices for the ease and convenience of our clients. Our mission is to provide the exceptional service clients expect and deserve with a commitment beyond helping them manage wealth. I have the Series 7, Series 65, and Series 66 securities licenses, as well as Life and Health insurance licenses.