Avadi Wealth
A private wealth advisory practice of Ameriprise Financial Services, LLC

Meet the team

Caleb Morris, Financial Advisor serving the Yuba City, CA area - Ameriprise Advisors

Caleb Morris

Financial Advisor
Avadi Wealth
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
BUSINESS MOBILE
530.922.2104
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Intergenerational Planning
  • Investments
  • Retirement Planning Strategies
  • Investment Management
  • Charitable Giving Strategies
  • Christian Financial Strategies

Education

  • Grand Canyon University - Bachelors of Science in Finance and Economics, 2017-2020

Awards & recognition

  • Avadi Wealth, Ameriprise Client Experience Award, 2024-2025
  • Avadi Wealth, Forbes Best-in-State Wealth Management Teams, 2026

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I serve on Sunday mornings at Citywalk Church in Yuba City, in a variety of ways including setting up the children's classrooms, teaching, parking, on stage announcements, and serving at the "Next Steps" table. I also co-lead a small group on Wednesday nights.

Interests

I was born and raised in Phoenix, Arizona, and graduated from Grand Canyon University. In 2021, I relocated to the Yuba-Sutter area after getting married. As a passionate Arizona sports fan, I enjoy staying engaged with a wide range of sports. I also enjoy golfing, and duck hunting. Outside of work, I cherish spending time with my wife, daughters and dog. On Sundays, I attend services at Citywalk Church, followed by family dinner night at my in-laws' ranch in Sutter.

Connect with us

Avadi Wealth

Caleb Morris may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #4207271