Jeff Morris, Chfc®

Jeff Morris, Chfc® Email and Phone Number

Chartered Financial Consultant @ CPA Allies
Atlanta, GA, US
Jeff Morris, Chfc®'s Location
Atlanta Metropolitan Area, United States
Jeff Morris, Chfc®'s Contact Details

Jeff Morris, Chfc® personal email

n/a

Jeff Morris, Chfc® phone numbers

About Jeff Morris, Chfc®

Dynamic Program Manager with experience driving economic development through innovative small business initiatives. Proven track record of empowering entrepreneurs, managing multi-million-dollar budgets, and fostering strategic partnerships. Seeking opportunities to leverage expertise in program design and business ecosystem development to catalyze community growth and create lasting economic impact.

Jeff Morris, Chfc®'s Current Company Details
CPA Allies

Cpa Allies

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Chartered Financial Consultant
Atlanta, GA, US
Website:
investatlanta.com
Employees:
83
Jeff Morris, Chfc® Work Experience Details
  • Cpa Allies
    Chartered Financial Consultant
    Cpa Allies
    Atlanta, Ga, Us
    View
  • Invest Atlanta
    Program And Special Projects Manager
    Invest Atlanta Dec 2021 - Present
    Atlanta, Georgia, United States
    Develop and manage projects that improve the economic conditions of entrepreneurs and small businesses.
    View
  • Cpa Allies
    Chartered Financial Consultant
    Cpa Allies Feb 2017 - Present
    Greater Atlanta Area
    Provides CPA firms and accounting professionals with investment, retirement, and financial planning solutions.
    View
  • Uga Sbdc At Kennesaw State University
    Business Consultant
    Uga Sbdc At Kennesaw State University Sep 2020 - Nov 2022
    Delivered high value consulting and educational resources to entrepreneurs and SMBs.
    View
  • Wealthspan Financial Group
    Registered Representative
    Wealthspan Financial Group May 2013 - Dec 2016
    Greater Atlanta Area
    Provided a full suite of insurance and financial service solutions to individuals and SMEs.
    View
  • Mutual Of Omaha
    Independent Insurance Agent
    Mutual Of Omaha Jun 2008 - Apr 2013
    Greater Atlanta Area
    Provided insurance and financial service solutions to individuals and SMEs.
    View
  • Wz Franchise Corporation (Wing Zone)
    Franchise Owner
    Wz Franchise Corporation (Wing Zone) Sep 2003 - Jan 2008
    Greater Atlanta Area
    Profitably owned and operated restaurant franchise.
    View
  • Adp
    District Sales Manager
    Adp Oct 1997 - Jun 2003
    Greater Atlanta Area
    Successfully sold HR, Payroll & Employee Benefits SaaS solutions.
    View

Jeff Morris, Chfc® Skills

Investments Life Insurance Disability Insurance Iras Fixed Annuities Small Business Key Person Insurance Retirement Planning Financial Services Mutual Funds 401k Critical Illness Long Term Care Insurance Estate Planning Employee Benefits Sales Health Insurance Marketing Retirement Strategic Financial Planning Leadership Medicare Series 6 Series 63 Series 65

Jeff Morris, Chfc® Education Details

Frequently Asked Questions about Jeff Morris, Chfc®

What company does Jeff Morris, Chfc® work for?

Jeff Morris, Chfc® works for Cpa Allies

What is Jeff Morris, Chfc®'s role at the current company?

Jeff Morris, Chfc®'s current role is Chartered Financial Consultant.

What is Jeff Morris, Chfc®'s email address?

Jeff Morris, Chfc®'s email address is jm****@****inc.org

What is Jeff Morris, Chfc®'s direct phone number?

Jeff Morris, Chfc®'s direct phone number is (316) 828*****

What schools did Jeff Morris, Chfc® attend?

Jeff Morris, Chfc® attended Johnson & Wales University, The American College Of Financial Services.

What skills is Jeff Morris, Chfc® known for?

Jeff Morris, Chfc® has skills like Investments, Life Insurance, Disability Insurance, Iras, Fixed Annuities, Small Business, Key Person Insurance, Retirement Planning, Financial Services, Mutual Funds, 401k, Critical Illness.

Who are Jeff Morris, Chfc®'s colleagues?

Jeff Morris, Chfc®'s colleagues are Ed Quinn, Aaron Szarowicz, Mpa, Michele Lewis, Patricia Harris, Cierra Miller, Cathy Brackett, Rita Gibson.

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