Brian Morris

Brian Morris


Brian Morris has been in Financial Services since graduating with honors from Rutgers University in 2011.  Brian’s focus is to help entrepreneurs and families achieve financial success through prudent risk management and comprehensive wealth planning. It is his passion to meet with clients regularly to monitor their financial position and be an important part of their lives:

Maintaining a strong sense of community and a solid professional foundation are very important to him. He is an executive member in charge of organizing a Charity Golf Classic held at Fiddlers Elbow Country Club in New Jersey every year. He enjoys playing golf and spending most of his weekends down the shore during the summer months. Brian lives in Central Jersey with his wife.

Professional Qualifications:

  • Member of EPG (Elite Producer Group)
  • Series 66, 7, 24 license with FINRA
  • Member of FINRA and SIPC

California Insurance License #: 0I11752

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Beacon Wealth Partners is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 732-326-5364
Fax 732-326-5246