Broker Check
Morris Monroe

Morris Monroe

President and CEO

Specialties -  Wealth Management, Private Offerings, General Securities

Licenses/Exams - Series 65 Uniform Investment Adviser Law Examination (NASAA) State Securities Law ,  Series 53 Municipal Securities Principal,  Series 28 Introducing Broker/Dealer Financial and Operations Principal,  Series 24 General Securities Principal Examination,  Series 7 General Securities Representative Examination General Industry/Product, Series 63 Uniform Securities Agent State Law Examination (NASAA)

Education - Conroe High School, Sam Houston State University - BBA in Finance

Personal - Morris has been a member of the Montgomery County community since before The Woodlands was even built.  He is a true native of the hometown area and lives here with this wife and family.  Morris enjoys hunting, fishing, and flying his airplane.