Patrick Morris

How I can help you

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.

What makes me knowledgeable

Patrick has practiced as a Financial Consultant with Equitable since 1981. He has been inducted into the Equitable Advisors Hall of Fame and is a member of the firm's Elite Producer Group. He holds the Chartered Life Underwriter designation and the Series 6,7,26,63 and 65 licenses as well as the Life and Health Insurances licenses for New Jersey. Patrick is a Qualified Plan Specialist, Executive Benefits Specialists, Retirement Planning Specialist (The Wharton School of Business) and a Chartered Financial Consultant (ChFC). Patrick earned his degree in economics from Rutgers University.

Getting to know me

Patrick is a leader in his local community as well as the Rutgers community. He is the chairman of the Greg Schiano Charity Golf Classic held at Fiddlers Elbow Country Club in New Jersey every year. He has been a fundraiser for Project Pride in Newark, New Jersey, Founding Board Member of the Embrace Kids Foundation, Former Executive Board Member of the Rutgers Touchdown Club, Board of Advisors for the Rutgers Business School and a Member of the Rutgers Loyal Son (Year 2000). Patrick resides in Somerset, NJ with his wife of 35 years, Mary Ellen. Outside the office, Patrick enjoys spending time with his family, especially his three grandchildren and is an avid supporter of the Rutgers Athletics Program.

The Retirement Planning Specialist title is awarded by Equitable 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 Equitable Advisors' affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable 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. Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.