Paul Morris

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Focus

I am dedicated to helping my clients meet their financial needs by taking a personal approach to investing. I take pride in working for a practice that puts you first. My mission is to help each of my clients plan for a financial future in a manner that best meets their goals.

Background

Born and raised in Florence, AL, I am well connected within our community. If you are planning your retirement, saving towards a college education, or looking to preserve your wealth, I can help. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.

Education

• University of North Alabama – Bachelor of Science in Business Management
• University of North Alabama – MBA in Finance and Marketing

Previous Career Experience

• Wells Fargo Advisors – Senior Vice President-Investments, Financial Advisor

Away from the Office

I enjoy golf, deer hunting, and family vacations. My wife, Kim, is an Associate Professor at the University of North Alabama where she teaches third grade at Kilby laboratory school. We have two children that we are extremely proud of. Our son Mathew is an Sr. Registered Client Assistant with Riverfront Wealth Management and our daughter, Macey, an elementary school teacher in Mobile.