Our financial advice team

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

Caleb Morris

Financial Advisor

Avadi Wealth
2
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
  • Investment Management
  • Retirement Planning Strategies

Education

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

Awards & recognition

  • Ameriprise Client Experience Award, 2024

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Community participation

Citywalk Church (Yuba City)- I serve on Sunday mornings in a variety of ways for the church including setting up/tearing down the children's classrooms, teaching in the classrooms, 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. Outside of work, I cherish spending time with my wife, daughter and dog. Recently, I 've developed an interest in duck hunting and golf and am dedicated to improving in both. On Sundays, I attend services at Citywalk Church, followed by family dinner night at my in-laws' ranch in Sutter.

Connect with us

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

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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