CFP®, CPA, MBA
Glenn Morris began his career in finance as a CPA after graduating from Loyola University, New Orleans. His experience as a CPA eventually led to a management position in the financial division of Lykes Brothers Steamship Co., a one-hundred-year-old cargo shipping company. As a CPA handling large-scale multinational financial planning with Lykes, and at the same time earning his MBA from Loyola, Glenn established a strong basis of experience with the financial markets, and with corporate and personal finance.
Growing up in New Orleans, Glenn's vision was to escape city life and establish his family's roots in a rural setting. Vacations drew Glenn and his wife, Kathy, west to the mountains on cross-country skiing, rafting, hiking, and driving trips. In 1993, after earning his MBA in finance from Loyola, Glenn was given the opportunity to open an office for a national brokerage firm in northern California. This was the stepping stone that would lead to the lifestyle they had always envisioned, a valley surrounded by mountains on three sides, rivers, streams, and the Pacific coast just a few hours away.
Determined to establish a business that could better serve his clients' needs and better utilize his skills and knowledge, he established Morris Wealth Management in 1997 to expand beyond the limits of the traditional stock brokerage firm and provide comprehensive financial solutions for individuals and businesses. In 2004, Glenn added the CERTIFIED FINANCIAL PLANNERTM certification to his list of credentials. Today, Glenn Morris and Morris Wealth Management integrate unbiased investment advice with tax, legacy, and retirement planning.