James M. Morris,  CFP<sup>&reg;</sup> - Financial Advisor

James M. Morris, CFP®

AIF

Managing Partner

FMA Wealth Management, LLC

33 Railroad Ave, Suite 2
Duxbury, MA 02332-3879
(781) 934-7880

General

James Morris is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at FMA Wealth Management, LLC in Duxbury, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NY,PA,CT,NH
  • Health/disability insurance: same
  • Property/casualty: same
  • Fixed annuities: same
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources