Brian Morris

Partner

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. 

California Insurance License #: 0I11752


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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 Office Locations

Nutley, NJ

is not owned or operated by Equitable Advisors, LLC or its affiliates.

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