Advisor profile


My approach

Jud Morrison - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Jud Morrison - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Charitable Giving
  • Wealth Preservation Strategies
  • Family Finances
  • Estate Planning Strategies
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • The University of Georgia, 1996, BSA - Environmental Economics and Management

Interests

  • Church Activities - Transportation ministry, Wednesday Night Life, class bible study
  • Outdoor Activities - Hiking, camping, golf, tennis, and photography
  • Spending time with my wife, daughter, and three sons
  • Cooking - grilling, Italian, Mexican, and Creole
  • Home Improvement and Landscaping Projects
  • College Sports - University of Georgia and Mississippi State University

Community participation

  • Hunter Street Baptist Church
  • The University of Georgia Alumni Association, Birmingham Chapter

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.