Tom Morris, MBA, ChFC®, CLU®, CASL

Financial Representative
Tom Morris

Office: 919-401-0331

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

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Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

 

Northwestern Mutual and Forbes launch the new Fact & Comment page

Forbes

Forbes 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.

Click here to read more

Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

View Scorecard

Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

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).

 

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.


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.