Broker Check
Brian Morris, AIF®

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 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:

  • Financial Consultant
  • Accredited Investment Fiduciary (AIF)

Professional Qualifications:

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


Getting to know me

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 the 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 and two daughters.


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.