Beacon Wealth Partners | Financial & Retirement Planning

CONNECT

Address:

356 Franklin Avenue
Nutley, NJ 07110

Phone:

973-667-8650

Patrick Morris

Patrick Morris

Managing Partner

Patrick Morris has practiced as a Financial Consultant since 1981.  Patrick’s mission is to help business owners and families achieve financial success through prudent risk management and comprehensive wealth planning. He specializes in working with business owners and corporations helping them manage their corporate retirement plans. It is his goal to meet with clients regularly to monitor their financial position:

  • Qualified Plan Specialist
  • Executive Benefits Specialist
  • Retirement Plannig Specialist (The Wharton School of Business)
  • Chartered Financial Consultant (ChFC)

Patrick graduated from Rutgers University with a degree in Economics. Maintaining a strong sense of community and a solid professional foundation are very important to him. He is the chairman of the Chris Ash Charity Golf Classic held at Fiddlers Elbow Country Club in New Jersey every year. He resides in Somerset, NJ with his wife of  31 years, Mary Ellen.

Professional Qualifications:

  • Member of EPG (Elite Producer Group)
  • Series 6, 7, 26, 63 & 65 license with FINRA
  • Fund Raiser for Project Pride of Newark, NJ
  • Member of Rutgers Loyal Son (Year 2000)
  • Embrace Kids Foundation - Founding Board Member
  • Former Executive Board Member of the Rutgers Touchdown Club
  • Board of Advisors - Rutgers Business School Board Member
  • Former State Theatre of New Jersey, Member of FINRA and SIPC

"The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com."

"Qualified Plan Specialist title awarded by AXA Advisors, based upon successful completion of an internal training program and written assessment."

 

California Insurance License #: 0B95482


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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 732-326-5242
Fax 732-326-5246
LinkedIn
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck