Tom Morris

About Tom Morris

I help clients get clear about what they want from life, and help them make it happen. Retirement looks different for everyone, and creating a plan isn\'t \"one-size-fits-all.\" Each person we work with has unique dreams, goals, objectives, and ambitions. What does your amazing future hold? • Perhaps your goal is to live fully and well. Vacations, hobbies, that dream house at the beach-you worked hard for this moment. •Perhaps the goal is to pass on a legacy. You want to focus on the people and causes that matter most, and to take positive action. •Perhaps you have built a successful business, but it\'s time to plan for the future. How do you protect what you\'ve built and secure it for the next generation? •Perhaps your goal is to simply be confident your financial approach and strategies will serve you well for a lifetime, not just the next month or year. You want to protect yourself from the risks that could turn your happy retirement plans into burnt toast. What I do looks-and feels-different from the planning you may have already done. People have a tendency to focus on the wrong things, which causes them to have a retirement full of worry and doubt, or does not allow them to spend their money comfortably. However, it is not about how much you have. It\'s not about your rate of return. It\'s not even about how much you can keep. It\'s about how much you can spend and give away. If you are curious about my approach or simply want to get some feedback on your planning so far, I look forward to having a conversation. Ready To Talk? Please message me on LinkedIn or contact me: t••••••••@nm.com 91••••••31 Schedule a time to speak with me directly here: https://bit.ly/319aXWh

Experience

1. Wealth Management Advisor

   Northwestern Mutual

   Jul 2005 — Present · Raleigh-Durham, NC, US

   I understand complex financial issues, and how they can affect life goals. I work with my clients to fully understand their situation and look to build a relationship that will serve their needs over time. We are a full-service firm that provides more than insurance or investment management. Our services range from designing and strategizing your plan, researching opportunities and options, finding and implementing the most cost-efficient, high value financial tools, and coordinating the ongoing maintenance of your plan with your other professional advisors (such as attorneys and accountants). It is our principle that the needs and objectives of our clients are paramount. We have a legal and ethical responsibility to act in your best interest. Specialities: Retirement Income Strategies | Comprehensive Fee-Based Planning | Legacy Planning | Business Succession Planning | Wealth Management | Risk Management | Financial Coaching

Education

• Asheville School

  High School

  1973 — 1976

• Duke University

  Master of Business Administration (M.B.A.)

  1988 — 1990

• Duke University - The Fuqua School of Business

  MBA

  1988 — 1990

• The University of North Carolina at Chapel Hill

  BS, Industrial Relations & Psychology

• University of Chicago Booth School of Business Executive Education

  Continuing Education