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@captrustadvisors.com
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1 phone found area 865
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LinkedIn matched
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Shawn T.H. Morris Cfp®, Aams® is listed as Financial Advisor at CAPTRUST at CAPTRUST, based in Boerne, Texas, United States. AeroLeads shows a work email signal at captrustadvisors.com, phone signal with area code 865, and a matched LinkedIn profile for Shawn T.H. Morris Cfp®, Aams®.
Shawn T.H. Morris Cfp®, Aams® previously worked as Vice President, Financial Advisor at Captrust and Wealth Advisor at Covenant. Shawn T.H. Morris Cfp®, Aams® holds Cfp®, Aams®, Financial Planning & Asset Management from College For Financial Planning.
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AeroLeads found 1 current-domain work email signal for Shawn T.H. Morris Cfp®, Aams®. Compare company email patterns before reaching out.
Specialties: CERTIFIED FINANCIAL PLANNER(tm)Accredited Asset Management Specialist - College for Financial PlanningIn 2014 I made the decision to join an Independent Investment Advisor in order to be free from the conflict of proprietary products that were not in the best interest of my clients. My practice focuses on my client’s plans, goals and objectives not the plans, goals and objectives of my firm. I believe that by focusing on my clients and what is best for them, it will be mutually beneficial for all partiesI can be contacted at 210-526-0057. For more information on our company take a look at our website https://www.covenantmfo.com/
Listed skills include Investments, Financial Services, Finance, Financial Advisory, and 30 others.
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Raleigh, NC, US
CAPTRUST welcomed Shawn in 2021. With over 20 years of experience in the industry, he helps our clients accomplish their goals through various financial, estate, investment, and tax planning strategies. Shawn joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he was a wealth advisor.Prior to joining Covenant.
Other employees you can reach at captrustadvisors.com. View company contacts →
Matthew Modzelewski
Colleague at Captrust
United States, United States
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Alexander L. Thompson, Cfp®
Colleague at Captrust
Raleigh, North Carolina, United States, United States
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SR
Scott Roland
Colleague at Captrust
Nashville Metropolitan Area, United States, United States
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Christopher S.
Colleague at Captrust
Raleigh-Durham-Chapel Hill Area, United States
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KS
Kevin Sims
Colleague at Captrust
Clarkston, Michigan, United States, United States
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Louis Crosier
Colleague at Captrust
Boston, Massachusetts, United States, United States
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SR
Scott Rubin, Cfa
Colleague at Captrust
Hillsborough, New Jersey, United States, United States
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Cole Frischman
Colleague at Captrust
Pittsburgh, Pennsylvania, United States, United States
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AK
Andrew Kuleszka
Colleague at Captrust
Boston, Massachusetts, United States, United States
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CR
Cindy Richards
Colleague at Captrust
Raleigh, North Carolina, United States, United States
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Quick answers generated from the profile data available on this page.
Shawn T.H. Morris Cfp®, Aams® works for CAPTRUST.
Shawn T.H. Morris Cfp®, Aams® is listed as Financial Advisor at CAPTRUST at CAPTRUST.
AeroLeads has found 1 work email signal at @captrustadvisors.com for Shawn T.H. Morris Cfp®, Aams® at CAPTRUST.
AeroLeads has found 1 phone signal(s) with area code 865 for Shawn T.H. Morris Cfp®, Aams® at CAPTRUST.
Shawn T.H. Morris Cfp®, Aams® is based in Boerne, Texas, United States while working with CAPTRUST.
Shawn T.H. Morris Cfp®, Aams® has worked for Captrust, Covenant, Eggerss Capital Management, Charles Schwab, and Olde Private Brokerage.
Shawn T.H. Morris Cfp®, Aams®'s colleagues at CAPTRUST include Matthew Modzelewski, Alexander L. Thompson, Cfp®, Scott Roland, Christopher S., and Kevin Sims.
You can use AeroLeads to view verified contact signals for Shawn T.H. Morris Cfp®, Aams® at CAPTRUST, including work email, phone, and LinkedIn data when available.
Shawn T.H. Morris Cfp®, Aams® holds Cfp®, Aams®, Financial Planning & Asset Management from College For Financial Planning.
Shawn T.H. Morris Cfp®, Aams® is listed with skills including Investments, Financial Services, Finance, Financial Advisory, Series 7, Asset Allocation, Business Development, and Crm.
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