Kerry R. Morris,  CFP<sup>&reg;</sup> - Financial Advisor

Kerry R. Morris, CFP®

Assurance Financial Partners LLC

348 Cool Springs Blvd.
Franklin, TN 37067
FINANCIAL ADVISOR'S WEBSITE
(615) 764-0016

General

Kerry Morris is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Assurance Financial Partners LLC in Franklin, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Insurance, Life Planning, Retirement, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Special Needs, Women's Finances

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