Morgan Norris

About Morgan Norris

Financial Consultant at Vanguard with a strong foundation in goals-based financial guidance, retirement readiness, and long-term investing. Experienced in supporting individual investors through portfolio construction, asset allocation, and disciplined investment strategies aligned with fiduciary standards.FINRA Series 7 and 66 licensed professional with a background spanning investment advisory, investor engagement, and relationship management across complex investment platforms. Known for clear communication, thoughtful guidance, and a client-owned mindset focused on delivering consistent, high-quality investor outcomes.Core Competencies • Goals-Based Financial Planning • Retirement Readiness & Income Strategies • Portfolio Construction & Asset Allocation • Long-Term & Disciplined Investing • Investor Education & Guidance • Fiduciary & Regulatory Compliance (Series 7 & 66) • Relationship Management & Client Experience • Cross-Functional CollaborationCurrently pursuing CFP® designation to deepen expertise in financial planning and client solutions.

Experience

1. Financial Consultant

   Vanguard

   Jan 2026 — Present · Plano, TX, US

   Serve as a primary point of contact for clients and prospects, supporting their engagement with Vanguard’s client-owned, long-term investing philosophy- Provide educational guidance on Vanguard products, market fundamentals, diversification, and disciplined investing principles to help clients make informed decisions- Partner with internal teams to deliver a seamless, high-quality investor experience focused on long-term outcomes- Maintain compliance with regulatory standards, internal policies, and best practices in all client interactions

Education

• University of North Texas

  Bachelor of Science - BS, Business Administration and Management, General

• Baylor University - Hankamer School of Business

  Master of Business Administration (M.B.A.), Business Administration and Management, General

Skills

• Art
• Business Operations
• Social Media Marketing
• Photography
• Social Networking
• Staff Development
• Marketing Communications
• Event Planning
• Strategic Visionary
• Film
• Leadership Development
• Video Production
• Creative Strategy
• Leadership
• Singing
• Public Speaking
• Business Development
• Analytical Skills
• Entertainment
• Management
• Voice Acting
• Organizational Effectiveness
• Acting
• Television
• Drama
• Voice Over
• Event Marketing Strategy
• Short Films
• Solution Selling
• Business Planning
• Professional Services
• Customer Service
• Marketing
• Coaching & Mentoring
• Project Management
• Feature Films
• Corporate Development
• Film Production
• Business Strategy
• IT Strategy