Personal

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

I live in Durham, North Carolina, in the heart of the Research Triangle. I have a wonderful wife of 37 years, Lynn, and a daughter and son. My favorite activities involve spending time with friends and family. I love to ski, play golf, camp, 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. My other relatives are college professors, business owners, estate attorneys, missionaries and foundation executives, and my two grown children are both educators. Most of my family went to Wake Forest University, but my loyality lies with UNC and Duke.

 Professional Background

I believe in life-long education to create a financial advantage for my clients. 

I earned undergraduate degrees in Economics, Business, and Psychology from UNC in Chapel Hill, NC. Not realizing that would be a perfect background for financial planning, I created value as an executive in 14 high growth startups. While running the information technology group for a highly profitable 24/7/365 manufacturing facility for a Fortune 20 company, I earned my Duke MBA in my spare time.  I decided to start a financial planning practice in 2005, and earned my CFP three years later. Since then I've earned another 5 planning designations. 

I specialize in financial independence, life, and legacy planning for clients near or in retirement, as well as business owners and executives. I have served as chair of a non-profit supporting social entrepreneurship.

The next step is setting up a convienent time to get together so I can learn a little bit about you, you can learn a little bit more about me, and we can determine if there is anything I can help with.

 

Curious about my professional designations and what all those letters mean? 

CFP® - CERTIFIED FINANCIAL PLANNER™ (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. The CFP® certfication is awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements.

ChFC® - Chartered Financial Consultant (ChFC®) is the "Advanced Financial Planning" designation awarded by The American College of Financial Services.[1] Charter holders use the designation ChFC® on their resumes and are qualified to provide comprehensive advanced financial planning for individuals, professionals, and small business owners.

RICP® - Retirement Income Certified Professional (RICP®) designation awarded by The American College of Financial Services. This designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client's working years to asset decumulation in retirement. RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client's retirement.

RMA® -Retirement Management Advisor (RMA®) designation awarded by the Investments and Weath Institute. This designation seeks to create a sound theoretical framework for withdrawal planning pre- and post- retirement.

CASL® - The Chartered Advisor for Senior Living (CASL®) designation is the undisputed professional credential for persons who would like to cater to the unique needs of senior clients. This designation provides advisors with the comprehensive skills to address the main concerns of this demographic, covering such items as financial, health, psychological and sociological issues.

CLU® - A chartered life underwriter (CLU®) is a professional designation for individuals who wish to specialize in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the designation.

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

Wealth Management Advisor

 

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