Aaron Morris, Aif® Email and Phone Number
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Aaron Morris, Aif® phone numbers
Disclaimer: all items listed in the "Skills & Endorsements" section of this webpage are unsolicited and intended to apply to this individual's profile alone, not that of Charlesworth & Rugg, Inc. These "Skills & Endorsements" are in no way indicative of current or future performance or of investment selection.Charlesworth & Rugg, Inc. is an innovative and strategic planning group comprised of best-in-class advisory professionals who effectively connect the interests of individual clients and the companies they own or represent across the US.Over 20 years experience in client driven industries including Retirement Benefits, Corporate Asset Management, Title Insurance and Trust Management.Aaron DeJuan Morris (CA Insurance #0H42959) is an Investment Advisory Representative offering Advisory Services through Charlesworth & Rugg, Inc. an SEC Registered Investment Advisor ("RIA"). Investment advisory services provided by Charlesworth & Rugg, Inc., an SEC Registered Investment Advisor ("RIA"). Specialties: Series 6, 7 63 & 66Accredited Investment FiduciaryAZ, CA, CO, CT, DC, FL, GA, IL, KS, MA, MS, NV, NJ, NY, NC, OR, SC, TX, UT, VA, VT, WI Insurance Licensed
Highline Wealth Partners
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PrincipalHighline Wealth Partners Aug 2018 - PresentSherman Oaks, Ca, Us
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VolunteerLa County Of Public Health Jan 2013 - Present
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Manager, Corporate Advisory ServicesAmerican Financial Network Advisory Services, Llc. May 2014 - Apr 2018Aaron DeJuan Morris (CA Insurance #0H42959) is a registered assistant with DFPG Investments, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. The American Financial Network companies and DFPG Investments Inc. are unaffiliated.
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Account Manager IiMullintbg, A Prudential Financial Company Nov 2012 - May 2014El Segundo, Ca, UsMain contact for plan sponsors, participants, insurance carriers and trustees; providing plan administration and record-keeping services for multiple clients and plans. Work with clients on all plan design provisions, legislative updates and reporting requirements.Consultant and department resource for system configuration, conversion troubleshooting and plan administration. Mentor associates on utilizing our database and department procedures.Travel to meet with clients on an annual basis reviewing current administration, introducing new products, system upgrades and gather feedback to assist in our constantly evolving service models.Also travel to meet prospective clients highlighting our industry differentiators with a 100% client-win success rate from 2011 to 2013. -
Service CoordinatorMullintbg, A Prudential Financial Company Jul 2011 - Nov 2012El Segundo, Ca, UsManage the implementation and conversion of deferred compensation plans and coordinate the data transfers of those conversion and future administration.Oversee the monthly audit process ranging from plan accounting, participant transaction, investment performance and final reporting to clients. Produce asset/liability shortfall analysis which is used to administer non-qualified deferred compensation plan informal funding.Member of MullinTBG -Associate Advisory Council consisting of nominated executives across the company acting as liaisons between the employees and company leaders to improve morale and employee retention. Members review company policies, procedures, culture, communications & events. Then formulate recommendations which are submitted to the steering committee. Once approved, members are responsible for the implementation of each project and perform annual reviews determining impact on company morale.
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Sr. Benefits AdministratorMullintbg Jul 2009 - Jul 2011Collaborate with clients to design custom enrollment materials and update the retirement plan governing document to incorporate and clearly communicate plan changes and/or legislative updates. In depth knowledge and interpreting skills of the government regulations are required. Participate in company, departmental, team and individual goals, special projects and task forces. Introduce new employees on processes and procedures. Responsible for updating team process and procedures.
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Account AnalystMullintbg Apr 2007 - Jul 2009Provide quality customer service to existing & prospective retirement plan participants along with Plan Sponsor by assisting with a variety of inquiries (accessing online accounts, account inquiries, investment allocation changes and impacts, educating on Plan rules and design).Assist service team leader produce standard monthly plan detail reports. Also prepare client ad hoc reports by running queries & manipulating data utilizing excel formulas.Process executive benefits & insurance plan elections and transactions. Produce and document controls, audits, processes and procedures while providing quality control reviews for the Annual Type II, SSAE 16 audit prepared by KPMG.
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Funding OfficerCommonwealth Title Insurance Company Dec 2004 - Apr 2007Royse City, Texas, UsImplement and manage lien clearance; retrieve funds from accounting ledger and allocate to each file ($15 million allocated on average per day), calculate lien clearance based upon payoff statement remitted from lien holders, analyze Note Addendums/Riders verifying applicable fees.Coordinate and reconcile banking procedures: collect and audit preliminary daily financial data for analysis and reconciliation, submit final reports to trust accounting and configure database.Support Sr management by preparing analysis of trial balance reports: impute account parameters and upload trial balances, reallocate case funds, reconfigure reports to include results and assessments.Meet with management and other professional staff on initiatives to further develop client needs, address system and administrative issues, and co-implement projects.Train and supervise new employees on procedures and company policies. Received Operations Efficiency Award after first year of service -
Payoff ProcessorInvestor'S Title Company Apr 2002 - Dec 2004Assisted in the preparation of 10 million dollar plus title files per day: analyzed preliminary property profiles, input data in the accounting payoff database, and prepared clearances for management approval.Resolved banking discrepancies-outstanding checks, unidentified wires, and over drafted filesDemonstrated consistent ability to increase caseloads, reorganized procedures and customer service standards to promote client retention and cut expensesCorrespond with clients and lenders either by telephone or written contact to discuss and resolve questions or concerns during the escrow process. Updated daily logs and spreadsheet
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Trust Asset AnalystWells Fargo Sep 1999 - Apr 2002San Francisco, California, UsAnalyzed data from over 500 incoming loan files, prepared annual asset reviews; i.e. reviewed financials, tax records, rates of return, and other cash flow variables, updated results into spreadsheets and made recommendations to Trust Compliance Committee regarding account or asset retentionFunded, distributed and calculated payoffs of trust loan assetsPrepared legal documents for State compliance and audit: Assignments of Deed of Trust, Endorsements to Promissory Note, Full Reconveyances, and Modification to Promissory NoteReviewed trust governing instruments and managed assets accordinglyConducted oral presentations to introduce new company policies and departmental procedures
Aaron Morris, Aif® Skills
Aaron Morris, Aif® Education Details
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California State University, NorthridgeEconomics
Frequently Asked Questions about Aaron Morris, Aif®
What company does Aaron Morris, Aif® work for?
Aaron Morris, Aif® works for Highline Wealth Partners
What is Aaron Morris, Aif®'s role at the current company?
Aaron Morris, Aif®'s current role is Retirement Plan Fiduciary Advisor & Tax Mitigation Specialist – Implementing tax strategies for business owners significantly reducing their annual tax liabilities while securing retirement for them and their employees.
What is Aaron Morris, Aif®'s email address?
Aaron Morris, Aif®'s email address is aa****@****tbg.com
What is Aaron Morris, Aif®'s direct phone number?
Aaron Morris, Aif®'s direct phone number is +181863*****
What schools did Aaron Morris, Aif® attend?
Aaron Morris, Aif® attended California State University, Northridge.
What are some of Aaron Morris, Aif®'s interests?
Aaron Morris, Aif® has interest in Social Services, Economic Empowerment, Civil Rights And Social Action, Education, Basketball, Music Production, Interior Design And Dog Lover, Human Rights, Health.
What skills is Aaron Morris, Aif® known for?
Aaron Morris, Aif® has skills like Employee Benefits, Insurance, Leadership, Deferred Compensation, Retirement, 401k, Management, Project Leadership And Process Improvement.
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