Tom Morris, CFP®, MBA, RICP®, ChFC®, CASL®

Wealth Management Advisor


I live in Durham, North Carolina, in the heart of the Research Triangle.  I have a wonderful wife, Lynn, and a daughter and son who are the sunshine of our lives.  My favorite activities involve spending time with friends and family.  I love to ski, play golf, and I walk with my father most every day.

Service has always been a part of my family history. My parents were physicians, and my grandparents were missionaries in China and small business owners.  Most of my family went to Wake Forest University, but my loyality lies with UNC and Duke.


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