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

Wealth Management Advisor

Professional

I specialize in financial security planning, with a focus on retirement distribution and legacy planning. I work with my clients to develop a vision for their retirement and take positive action toward meeting their goals.

 

Professional Designations

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.

 

Years of Experience

I have been representing Northwestern Mutual since 2005. Prior to that, I was a C-level execuitive at various successful startups. I have also taught various financial courses for outher financial professionals, such as accountants and attorneys.

 

Education

Bachelor of Science in Industrial Relations and Psychology, UNC-Chapel Hill

Master of Business Administration, Fuqua School of Business, Duke University

 

 

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck