Principal
Current
Aug 2018 - Present
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Aaron Morris, Aif® Email & Phone Number
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
at
Highline Wealth Partners
1 work email found
@mullintbg.com
4 phones found area 818
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
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
Location
Los Angeles Metropolitan Area, United States, United States
Who is Aaron Morris, Aif®? Overview
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Quick answer
Aaron Morris, Aif® is listed as 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 at Highline Wealth Partners, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at mullintbg.com, phone signal with area code 818, and a matched LinkedIn profile for Aaron Morris, Aif®.
Aaron Morris, Aif® previously worked as Principal at Highline Wealth Partners and Volunteer at La County Of Public Health. Aaron Morris, Aif® holds B.A., Economics from California State University, Northridge.
Company email context
Email format at Highline Wealth Partners
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*@mullintbg.com
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AeroLeads found 1 current-domain work email signal for Aaron Morris, Aif®. Compare company email patterns before reaching out.
Profile bio
About Aaron Morris, Aif®
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
Listed skills include Employee Benefits, Insurance, Leadership, Deferred Compensation, and 4 others.
Current workplace
Aaron Morris, Aif®'s current company
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10 roles
Aaron Morris, Aif® work experience
A career timeline built from the work history available for this profile.
Volunteer
Current
La County Of Public Health
Jan 2013 - Present
Manager, Corporate Advisory Services
American Financial Network Advisory Services, Llc.
Aaron 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.
May 2014 - Apr 2018
Account Manager Ii
Main 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.
Nov 2012 - May 2014
Service Coordinator
Manage 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.
Jul 2011 - Nov 2012
Sr. Benefits Administrator
Mullintbg
Collaborate 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.
Jul 2009 - Jul 2011
Account Analyst
Mullintbg
Provide 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.
Apr 2007 - Jul 2009
Funding Officer
Implement 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.
Dec 2004 - Apr 2007
Payoff Processor
Investor'S Title Company
Assisted 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.
Apr 2002 - Dec 2004
Trust Asset Analyst
Analyzed 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.
Sep 1999 - Apr 2002
1 education record
Aaron Morris, Aif® education
-
California State University, Northridge
FAQ
Frequently asked questions about Aaron Morris, Aif®
Quick answers generated from the profile data available on this page.
What company does Aaron Morris, Aif® work for?
Aaron Morris, Aif® works for Highline Wealth Partners.
What is Aaron Morris, Aif®'s role at Highline Wealth Partners?
Aaron Morris, Aif® is listed as 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 at Highline Wealth Partners.
What is Aaron Morris, Aif®'s email address?
AeroLeads has found 1 work email signal at @mullintbg.com for Aaron Morris, Aif® at Highline Wealth Partners.
What is Aaron Morris, Aif®'s phone number?
AeroLeads has found 4 phone signal(s) with area code 818 for Aaron Morris, Aif® at Highline Wealth Partners.
Where is Aaron Morris, Aif® based?
Aaron Morris, Aif® is based in Los Angeles Metropolitan Area, United States, United States while working with Highline Wealth Partners.
What companies has Aaron Morris, Aif® worked for?
Aaron Morris, Aif® has worked for Highline Wealth Partners, La County Of Public Health, American Financial Network Advisory Services, Llc., Mullintbg, A Prudential Financial Company, and Mullintbg.
How can I contact Aaron Morris, Aif®?
You can use AeroLeads to view verified contact signals for Aaron Morris, Aif® at Highline Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Aaron Morris, Aif® attend?
Aaron Morris, Aif® holds B.A., Economics from California State University, Northridge.
What skills is Aaron Morris, Aif® known for?
Aaron Morris, Aif® is listed with skills including Employee Benefits, Insurance, Leadership, Deferred Compensation, Retirement, 401K, Management, and Project Leadership And Process Improvement.
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