Ted draws on his extensive background to understand his clients’ current situation, concerns, risk tolerance, and their financial priorities. This experience has provided him with the knowledge and skills to help him understand not only the personal financial needs of his clients, but also the business and economic trends that affect them. He then uses this information to formulate an investment strategy and begins the development of a comprehensive investment plan. As his clients’ life circumstances change, the appropriate adjustments are made. As a Wells Fargo Advisors Financial Advisor, Ted can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.TThis information is intended for use by residents of AL, CA, CT, FL, GA, IL, MA, ME, MT, NC, NJ, NV, NY, OH, SC, TN, and TX only. Please contact me by email (theodore.morrison@wellsfargo.com) or by phone (904-396-8432). I cannot respond to messages through LinkedIn./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Listed skills include Team Building, Small Business Lending, Branch Management, Commercial Banking, and 14 others.