Morris Wealth Advisory Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Advisor photo for Robert J Morris

Robert J Morris

CFP®, APMA

Private Wealth Advisor

Registered Principal
Visit Robert J Morris's website
Advisor photo for Sean Fenton

Sean Fenton

AAMS, APMA

Financial Advisor

Visit Sean Fenton's website
Advisor photo for Riette E Lotker

Riette E Lotker

CFP®

Financial Advisor

Visit Riette E Lotker's website


Team

Christopher Palermo

Christopher Palermo

Financial Planning Analyst

Gabrielle Nguyen

Gabrielle Nguyen

Financial Planning Assistant

Kimberly Brouhard

Kimberly Brouhard

Paraplanner

Korissa Kenny

Korissa Kenny

Client Service Coordinator