Brian Morris

How I can help you

Brian's mission is to help as many people as he can, personally, professionally and financially. He focuses on helping corporations navigate the ever changing employee benefit space. From reviewing, setting up, and continuously managing corporate plans he is able to provide his clients with the best benefits package for their employees while getting the opportunity to work with the C – Suite and entry level employees on their personal financial goals.

What makes me knowledgeable

Brian has been in Financial Services since graduating with honors from Rutgers University in 2011. But he has been working with his father, Managing Partner, Patrick Morris, since he could put on his own tie at 8 years old. He is recognized by the firm as a top producer and is a member of the firm's Elite Producer Group. He is an Accredited Investment Fiduciary (AIF) and holds the Series 66, 7 and 24 licenses as well as various life and health licenses to allow him to provide his clients with a broad range of solutions.

Getting to know me

Maintaining a strong sense of community and a solid professional foundation are very important to Brian. He is an executive member in charge of organizing the Charity Golf Classic held at Fiddlers Elbow Country Club in New Jersey every year. He enjoys playing golf and spending his weekends down the shore during the Summer months. And you may or may not catch him performing stand up comedy in NYC. Brian lives in Central Jersey with his wife and daughter.