Donald Morris Cdfa Certified Divorce Financial Analyst Email & Phone Number

I advise families and the people they care about with one-on-one planning and guidance to help them achieve their retirement and financial goals; often when they are managing significant personal events such as divorce or loss of a family member. I believe that for my clients to feel comfortable and confident about their future, it is my responsibility to educate them every step of the path towards achieving their vision. My goal is to help my clients make the complex simple with clear explanations and timely personal follow up. As an independent financial advisor with more than 30 years of experience, I have the pleasure of working with the grandchildren of some of my first clients.As the past Scoutmaster of Boy Scout Troop 418 in Hilliard, Ohio where my son earned his Eagle Scout designation as my father and I received our Eagles many years back, my work/life principles are deeply rooted in my scouting heritage. The scout slogan “do a good turn daily” is profoundly important to me as a father, Scoutmaster and Financial Advisor.

Listed skills include Retirement Planning, Series 7, Estate Planning, Asset Allocation, and 30 others.

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  The Ohio State University