Broker Check
Patrick Morris, ChFC®, CLU

Patrick Morris, ChFC®, CLU

Managing Partner

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 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 Planning Specialist (The Wharton School of Business)
  • Chartered Financial Consultant (ChFC)

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
  • Former Board of Advisors - Rutgers Business School Board Member
  • Former State Theatre of New Jersey, Member of FINRA and SIPC


Getting to know me

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 Greg Schiano Charity Golf Classic held at Fiddlers Elbow Country Club in New Jersey every year. He resides in Somerset, NJ with his wife of  37 years,  Mary Ellen. Outside the office, Pat enjoys spending time with his family, especially his five 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.

 

California Insurance License #: 0B95482

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.