Jeff Morris, Chfc®
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Jeff Morris, Chfc® Email & Phone Number

Chartered Financial Consultant at CPA Allies
Location: Atlanta Metropolitan Area, United States 8 work roles 2 schools
1 work email found @nabainc.org 1 phone found area 316 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@nabainc.org
Direct phone (316) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CPA Allies
Role
Chartered Financial Consultant
Location
Atlanta Metropolitan Area, United States
Company size
83 employees

Who is Jeff Morris, Chfc®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jeff Morris, Chfc® is listed as Chartered Financial Consultant at CPA Allies, a with 83 employees, based in Atlanta Metropolitan Area, United States. AeroLeads shows a work email signal at nabainc.org, phone signal with area code 316, and a matched LinkedIn profile for Jeff Morris, Chfc®.

Jeff Morris, Chfc® previously worked as Program and Special Projects Manager at Invest Atlanta and Business Consultant at Uga Sbdc At Kennesaw State University. Jeff Morris, Chfc® holds Bachelor Of Science - Bs, Hospitality Administration/Management from Johnson & Wales University.

Company email context

Email format at CPA Allies

This section adds company-level context without repeating Jeff Morris, Chfc®'s masked contact details.

*@nabainc.org
68% confidence

AeroLeads found 1 current-domain work email signal for Jeff Morris, Chfc®. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Investments, Life Insurance, Disability Insurance, Iras, and 21 others.

Current workplace

Jeff Morris, Chfc®'s current company

Company context helps verify the profile and gives searchers a useful next step.

CPA Allies
Cpa Allies
Chartered Financial Consultant
Atlanta, GA, US
Website
investatlanta.com
Employees
83
AeroLeads page
Company profile
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8 roles

Jeff Morris, Chfc® work experience

A career timeline built from the work history available for this profile.

Chartered Financial Consultant

Cpa Allies

Atlanta, Ga, Us

Program And Special Projects Manager

Current
Invest Atlanta

Atlanta, Georgia, United States

Develop and manage projects that improve the economic conditions of entrepreneurs and small businesses.

Dec 2021 - Present

Chartered Financial Consultant

Current
Cpa Allies

Greater Atlanta Area

Provides CPA firms and accounting professionals with investment, retirement, and financial planning solutions.

Feb 2017 - Present

Registered Representative

Wealthspan Financial Group

Greater Atlanta Area

Provided a full suite of insurance and financial service solutions to individuals and SMEs.

May 2013 - Dec 2016

Independent Insurance Agent

Mutual Of Omaha

Greater Atlanta Area

Provided insurance and financial service solutions to individuals and SMEs.

Jun 2008 - Apr 2013

District Sales Manager

Adp

Greater Atlanta Area

Successfully sold HR, Payroll & Employee Benefits SaaS solutions.

Oct 1997 - Jun 2003
Team & coworkers

Colleagues at CPA Allies

Other employees you can reach at investatlanta.com. View company contacts for 83 employees →

CM Christopher Mitchell Christopher Mitchell Colleague at Cpa AlliesAlpharetta, Georgia, United States View → DW Dorothy Williams Dorothy Williams Colleague at Cpa AlliesAtlanta Metropolitan Area, United States View → TJ Tricia Jenkins Tricia Jenkins Colleague at Cpa AlliesMarietta, Georgia, United States View → LD Latunya Dial Latunya Dial Colleague at Cpa AlliesUnited States View → GW George Walker George Walker Colleague at Cpa AlliesAtlanta, Georgia, United States View → SA Semira Ajani Semira Ajani Colleague at Cpa AlliesAtlanta, Georgia, United States View → SP Sanjay P. Sanjay P. Colleague at Cpa AlliesAtlanta Metropolitan Area, United States View → AP Alan Peterson, Ii, Ph.D. Alan Peterson, Ii, Ph.D. Colleague at Cpa AlliesAtlanta, Georgia, United States View → RT Ryland Tuckinezie Ryland Tuckinezie Colleague at Cpa AlliesCentral & Western District, Hong Kong Sar, Hong Kong View → ML Michele Lewis Michele Lewis Colleague at Cpa AlliesFairburn, Georgia, United States View →
2 education records

Jeff Morris, Chfc® education

FAQ

Frequently asked questions about Jeff Morris, Chfc®

Quick answers generated from the profile data available on this page.

What company does Jeff Morris, Chfc® work for?

Jeff Morris, Chfc® works for CPA Allies.

What is Jeff Morris, Chfc®'s role at CPA Allies?

Jeff Morris, Chfc® is listed as Chartered Financial Consultant at CPA Allies.

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

AeroLeads has found 1 work email signal at @nabainc.org for Jeff Morris, Chfc® at CPA Allies.

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

AeroLeads has found 1 phone signal(s) with area code 316 for Jeff Morris, Chfc® at CPA Allies.

Where is Jeff Morris, Chfc® based?

Jeff Morris, Chfc® is based in Atlanta Metropolitan Area, United States while working with CPA Allies.

What companies has Jeff Morris, Chfc® worked for?

Jeff Morris, Chfc® has worked for Cpa Allies, Invest Atlanta, Uga Sbdc At Kennesaw State University, Wealthspan Financial Group, and Mutual Of Omaha.

Who are Jeff Morris, Chfc®'s colleagues at CPA Allies?

Jeff Morris, Chfc®'s colleagues at CPA Allies include Christopher Mitchell, Dorothy Williams, Tricia Jenkins, Latunya Dial, and George Walker.

How can I contact Jeff Morris, Chfc®?

You can use AeroLeads to view verified contact signals for Jeff Morris, Chfc® at CPA Allies, including work email, phone, and LinkedIn data when available.

What schools did Jeff Morris, Chfc® attend?

Jeff Morris, Chfc® holds Bachelor Of Science - Bs, Hospitality Administration/Management from Johnson & Wales University.

What skills is Jeff Morris, Chfc® known for?

Jeff Morris, Chfc® is listed with skills including Investments, Life Insurance, Disability Insurance, Iras, Fixed Annuities, Small Business, Key Person Insurance, and Retirement Planning.

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