Morris Gibson
Financial Professional @Penn Mutual
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WORK HISTORY
Financial Professional @Penn Mutual
I approach financial planning from a holistic focus. I start by assessing individuals\' financial needs, finding what\'s important to them, and helping them prioritize planning for short- and long-term financial goals. I take a holistic approach to the planning process and focus on the areas of- Forward looking tax strategies - Insurance planning - Investment planning - Social security & retirement planning - Estate planning - Cash flow planning
EDUCATION
The American College of Financial Services
FSCP, Insurance and Financial Services
Middle Georgia State University
Accounting and Finance
The American College of Financial Services
FSCP, Financial Planning and Services
ABOUT MORRIS GIBSON
Experienced Financial Professional skilled in Business Planning, Sales, Customer Service, Strategic Planning, Retirement planning and Life-Long, Tax-Free Retirement Income and Term Life Insurance. Strong finance professional graduated from The American College of Financial Services. Enjoys spending time with Family playing golf and attending competitive USA Swim meets with my daughter on weekends. We also enjoy hiking the Blueridge Mountain trails together and riding our motorcycle here in western North Carolina. Strategic Planning Group is evolving! We’re now part of an elite, unified national organization – 1847Financial. Penn Mutual was founded in 1847. The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality. Our commitment to our financial professionals and clients we serve remains stronger than ever. • 1847Financial is a national organization of financial services firms that delivers the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company. • 1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices • 1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets. We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA / SIPC 600 Dresher Rd Horsham PA 19044, 80••••••••47Financial and Strategic Planning Group is unaffiliated with HTK. 56•••49RG_May25
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