Theodore Morris
Financial Wellness Consultant at Marsh McLennan Agency
- Role
- Financial Wellness Consultant at Marsh McLennan Agency
- Location
- Albany, NY, US
- LinkedIn followers
- 500 followers
About Theodore Morris
Alumni of Skidmore College with a degree in Business Management and Economics. A former student athlete, now financial analyst, pursuing a CFA certification. A competitive individual who knows the benefits of hard work, education, and being a team player.
Experience
Financial Wellness Consultant
Aug 2025 — Present · Boston, MA, US
Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA/SIPC, and a federally registered investment adviser. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone:(212) Investment advisory services are also offered through MMA Asset Management LLC, a federally registered investment adviser with its main office at Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428. Phone (61••••••00. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC, M M A Securities LLC, and MMA Asset Management LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a Registered Investment Adviser through MMA Securities. Certain of our investment adviser representatives are registered representatives of MMA Securities. A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request.We are providing this information to you in our capacity as consultants with knowledge and experience in the insurance and securities industries, and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein.For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section. Third party posts found on this profile do not reflect the views of MMA Securities LLC or MMA Asset Management LLC and have not been reviewed for accuracy or completeness.
Education
University at Albany
Master of Business Administration - MBA
CIEE Council on International Educational Exchange
Business
2019 — 2019
Skidmore College
Bachelor’s Degree, Business Administration, Management and Operations
2016
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.