Tom Morris, MBA, ChFC®, CLU®, CASL, CLTC

Financial Representative
Tom Morris

Office: 919-401-0331

6320 Quadrangle Dr
Ste 360
Chapel Hill, NC 27517-7890

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Watch how Northwestern Mutual employees and financial representatives are “leaving a legacy” by volunteering nationwide. Tell us how you’re giving back on our Facebook page.

Going Green

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New Interactive 2009 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients talking about why they felt secure in an unstable economy.

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Ratings agencies affirm Northwestern Mutual’s top rating – again!

For the 19th consecutive year, all four major ratings agencies affirmed Northwestern Mutual’s best-possible insurance financial strength ratings. See what Fitch Ratings, A.M. Best, Moody’s Investors Service and Standard & Poor’s said about Northwestern Mutual’s consistent strength and stability.

Northwestern Mutual and Forbes launch the new Fact & Comment page

ForbesForbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

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Lessons from the U.S. Open

It takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board.

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Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

Themint.org – Financial Literacy for Kids

An interactive Web site designed to help parents raise "money smart" kids. Visit this award-winning site for fun activities, games, and challenges for students; tips for parents; and extensive resources for teachers. Sponsored by Northwestern Mutual.

Click here to visit the site

 

Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

Take Action Today for a Secure Tomorrow

Financial success does not happen by chance, but is effected by deliberate choice. Transforming aspirations into actuality takes acumen, hard work, and discipline.

When it comes to shaping your future, assuming greater control over your financial life is the pivotal first step. Choosing someone who has the training, experience, and resources to address those needs optimally is the next.

Tom Morris can be that person for you. Whether you are addressing your own financial course or that of your family or business, Tom can help you identify your needs and provide appropriate, targeted solutions.

 

Tom has the expertise you need, holding an MBA from Duke, as well as many financial designations, including Chartered Financial Consultant, Chartered Advisor for Senior Living, and Chartered Life Underwriter. In addition, he brings more than twenty-five years experience as a business executive and owner. Don’t leave your dreams to chance. Let Tom Morris help you achieve the secure financial future you deserve.

 

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My Mission

As a Northwestern Mutual Financial Network Representative, I look first to understand your vision for the future. It says a lot about you. And like you, your vision is unique. So is my approach to helping you shape it and attain it.

Simply put, my mission is to help you secure your family's or business's future and protect what's important to you.

                                                                                                         -Tom Morris, MBA, ChFC, CLU, CASL

                                                                                                           


Northwestern Mutual Financial Network

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.