Vincent Morris Email and Phone Number
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Vince is the President of OneDigital's Retirement + Wealth division as well as its registered investment adviser, OneDigital Investment Advisors. He provides key insights and guidance as OneDigital supports holistic workforce strategy conversations surrounding the convergence of health, wealth, and retirement.With Vince's leadership, OneDigital strategic consultants and advisors offer employers of all sizes financial benefits strategies including retirement plan consulting and administration, financial wellness and wealth management solutions, and nonqualified deferred compensation strategies, to meet the changing needs of today's employees, from entry-level to C-suite.Since 1993, Vince has been committed to helping as many people as possible to and through retirement. As the founder and president of a retirement and wealth practice in Kansas, Vince saw the opportunity to work with like-minded firms around the country and built a nationally recognized RIA with a group of industry-leading financial professionals.Vince is a recognized leader in the DC marketplace and has served in several leadership roles including the National Association of Plan Advisor (NAPA) Committees, Retirement Advisor Council and The Retirement University for Advisors. He has earned the PlanSponsor Retirement Professional (PRP) and Accredited Investment Fiduciary (AIF) designation and holds a degree in economics from the University of Kansas.Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC. Check the background of investment professionals associated with this site on FINRA’s BrokerCheckSpecialties: Executive Management, Strategic Planning, Change Management, Investment Management & Portfolio Construction, Investment Consulting, Business Development
Onedigital
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President | Onedigital Retirement + WealthOnedigital Feb 2020 - PresentAtlanta, Ga, Us
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PresidentResources Investment Advisors - A Onedigital Company Jul 2010 - PresentResources Investment Advisors is a co-op of independent advisors sharing services that strive to make members more competitive by leveraging each other and more profitable through leveraging economies of scale. As we grow, our ability to support our affiliated advisors with more resources and innovative products and services grows. We are actively seeking to affiliate with the best independent advisory teams in the industry. Don't hesitate to connect with me if you're curious about our model.
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President Of Financial ServicesBukaty Companies Jul 2001 - Jan 2020Leawood, Ks, UsVincent Morris, AIF®, PRP, PresidentVince Morris is a founder of Bukaty Companies Financial Services, bringing more than 25 years of industry experience and a lifetime passion for investments and helping people with financial literacy to the firm. In his role, Vince is tasked with the overall growth strategy and vision of the company. Vince oversees multiple divisions under the financial services umbrella including the firm’s Resources Investment Advisors, Inc., its third party administration firm, Retirement Plan Administration, Inc. and its affiliate services program. As a nationally recognized leader in the field of retirement plans for companies and their executives, Vince has been a valuable resource for other successful entrepreneurs. He has extensive experience in asset management and fiduciary duties pertaining to offering retirement plans. Additionally, he serves on the NAPA Government Affairs Committee and supports the industry PAC.Vince received his B.A. of Economics from the University of Kansas and currently holds his PRP and AIF® designations.Securities offered through Triad Advisors, Member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, Inc., a registered investment advisor and separate entity from Triad Advisors. -
BrokerNational Retirement Partners 2006 - 2009San Juan Capistrano, Ca, Us
Vincent Morris Skills
Vincent Morris Education Details
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University Of KansasEconomics -
The University Of KansasEconomics
Frequently Asked Questions about Vincent Morris
What company does Vincent Morris work for?
Vincent Morris works for Onedigital
What is Vincent Morris's role at the current company?
Vincent Morris's current role is President at OneDigital Retirement + Wealth where we unleash business growth and empower people potential..
What is Vincent Morris's email address?
Vincent Morris's email address is vm****@****aty.com
What is Vincent Morris's direct phone number?
Vincent Morris's direct phone number is +191334*****
What schools did Vincent Morris attend?
Vincent Morris attended University Of Kansas, The University Of Kansas.
What skills is Vincent Morris known for?
Vincent Morris has skills like Management, Investments, Portfolio Management, Retirement Plan Consulting, Qualified Retirement Plans, Business Development, 401k, Retirement Planning, Retirement, Wealth Management, Securities, Pensions.
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