Ted Morrison Email and Phone Number
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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
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 15127
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Financial AdvisorWells Fargo Advisors Jul 2019 - PresentJacksonville, Florida AreaTed draws on his extensive background to help him understand his clients’ current situation, concerns, risk tolerance, and their financial priorities. This experience has provided him with the knowledge and skills to 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.
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Financial AdvisorBbva Compass Nov 2013 - Jul 2019North FloridaAs a financial advisor, Ted is responsible for assessing client circumstances and providing individualized, highly strategic investment consulting. He guides clients through each financial stage of their life using a goal based process. This process includes evaluating client’s current financial and life situations while analyzing their needs and assessing their risk tolerance. He uses planning and recommends strategies clients can use to pursue their financial goals and objectives. These comprehensive strategies include solutions for current income for today, money for the future, leaving a legacy, assets allocation, retirement planning, education planning, portfolio management and managing risk with life, liability and long term care insurance. -
Branch Retail ExecutiveBbva Compass Feb 2006 - Jul 2019Ft. Caroline Banking CenterPersonal and Business Banking Products and Services. We specialize in SBA Lending, Business Lines of Credit, Interactive Online Services. Our goal is to maximize your return on deposits and reduce your cost for financing.
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Branch ManagerAmsouth Bank Mar 2002 - Oct 2005
Ted Morrison Skills
Ted Morrison Education Details
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Business Administration -
Sandalwood High SchoolHigh School Diploma
Frequently Asked Questions about Ted Morrison
What company does Ted Morrison work for?
Ted Morrison works for Wells Fargo Advisors
What is Ted Morrison's role at the current company?
Ted Morrison's current role is Financial Advisor at Wells Fargo Advisors.
What is Ted Morrison's email address?
Ted Morrison's email address is tm****@****bnk.com
What is Ted Morrison's direct phone number?
Ted Morrison's direct phone number is +190456*****
What schools did Ted Morrison attend?
Ted Morrison attended Lee University, Sandalwood High School.
What skills is Ted Morrison known for?
Ted Morrison has skills like Team Building, Small Business Lending, Branch Management, Commercial Banking, Retail Banking, Consumer Lending, Lines Of Credit, Real Estate, Strategic Financial Planning, Finance, Business Development, Commercial Lending.
Who are Ted Morrison's colleagues?
Ted Morrison's colleagues are Cari Rothfeld , Cfp®, Mba, Randy Cordova, Shimika Payne, Robert Osdieck, Lisa Mandalaywala, David Q. Orlando, Mary Baker.
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