Tom  Morris,  CFP<sup>&reg;</sup> - Financial Advisor

Tom Morris, CFP®

MBA, RICP, RMA

Wealth Management Advisor

Northwestern Mutual Wealth Management Company

240 Leigh Farm Rd, Ste 400
Durham, NC 27707

Northwestern Mutual Wealth Management Company

4020 Westchase Blvd, Suite 275
Raleigh, NC 27607
FINANCIAL ADVISOR'S WEBSITE
(919) 401-0331 CONNECT WITH Tom
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General

Tom Morris is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Northwestern Mutual Wealth Management Company in Durham, NC and the surrounding communities.

Financial Advisor Overview

I specialize in holistic financial planning and wealth management.  Specific expertise in Retirement Distribution (and effective accumulation with distribution in mind), Wealth and Values Transfer (Legacy/Estate), Business formation, succession, and exit planning, Executive Benefits, Employee Benefits, and mitigating the effect of taxes.

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Financial Advisor Experience

A dozen years with Northwestern Mutual.  Prior to that I was a CEO/CFO/EVP with a number of firms.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - RICP, CLTC, CASL, RMA

Insurance Licenses

  • Life insurance: NC, SC, VA, IL, NY, CA (26 states)
  • Health/disability insurance: NC
  • Fixed annuities: NC, IL (26 states)
  • Variable annuities: NC (18 states)

Broker-Dealer Affiliation

Northwestern Mutual

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources