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

Wealth Management Advisor


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, 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, 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.  Most of my family went to Wake Forest University, but my loyality lies with UNC and Duke.

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.


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