Dave Morrow Email & Phone Number

With over 25 years in the finance sector, I'm committed to providing unbiased and dedicated financial advice to people of all walks of life, specializing in guiding oil and gas professionals. My experience started in 1991 with Rotan Mosle/PaineWebber. After realizing the need for a more client-focused approach, free from large firm biases, I decided to start Morrow Wealth Advisory Group, an independent, fee-only Registered Investment Advisory firm.I'm based in Beaumont, TX, and offer a range of financial services to individuals and families across the state. My approach is straightforward: understand each client's unique situation and goals and create a custom investment plan to match. I’m passionate about making complex financial concepts easy to understand and always have an eye on the financial pulse to optimize client portfolios.Having navigated through various market environments and retirement phases, I adhere to a holistic, planning-based strategy that aligns with client goals, specializing in pre and post-retirement planning, and second career planning. I earned a bachelor’s degree from the University of Minnesota, Twin Cities, with concentrations in economics, marketing, and communications. Outside the financial charts and graphs, I enjoy spending quality time with my family and golfing.I believe in giving back and have held positions as president of the Roman Catholic Diocese of Beaumont’s school board and the Beaumont West End Little League, in addition to coaching my children's sports teams.Reach out if you're looking for a reliable financial partner to guide you through your investment and retirement journey, ensuring your financial strategies are tailored to your unique aspirations.

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