Wes Morris
Passionate Financial Advocate specializing in retirement & strategic income distribution planning
- Role
- Licensed Agent at New York Life
- Location
- Kingsport, TN, US
- LinkedIn followers
- 500 followers
About Wes Morris
Passionate Financial Advocate specializing in retirement & strategic income distribution planning. As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.I am not licensed in all jurisdictions.AR ins lic #31•••23.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Morris Financial INC is not owned or operated by New York Life Insurance Company or any of its affiliates.I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Morris Financial INC1339 Moreland Dr.Kingsport TN 37••••••••88Neither Morris Financial Inc, nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
Experience
Licensed Agent
Apr 2002 — Present · Kingsport, TN, US
I am an Agent licensed to sell insurance through New York Life Insurance Company.
Education
Radford University
Master's degree
1992 — 1994
Milligan College
BS
1986 — 1990
Skills
- Iras
- Life Insurance
- 401k
- Thought Leadership
- Licensed in Long Term Care Insurance
- Financial Services
- Estate Planning
- Insurance
- Wealth Preservation
- Retirement
- Whole Life
- Annuity Sales
- Key Person Protection
- Asset Allocation
- Mutual Funds
- Small Business
- Long Term Care Insurance
- Coaching
- Term Life Insurance
- 401(K) Retirement Savings Plans
- Protection Planning/Family Security
- Fixed Annuities
- Asset Protection
- Licensed Life Insurance Agent
- Wealth Preservation Planning
- Wealth Transfer
- Leadership
- Succession Planning
- 401k Rollovers
- Legacies
- Retirement Planning
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