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 his wife and family. Morris enjoys hunting, fishing, and flying his airplane.