As a financial advisor, I help individuals, families and business owners implement strategies to create, build, protect and transfer their wealth. I use an established process to understand what is most important to you and build a personalized strategy to help you achieve your goals.
I was born and raised in Duncan, OK and graduated from Oklahoma State University in 2010 with a degree in chemical engineering. After graduating, I spent nine years in the oil and gas industry as an engineer. Although I enjoyed my time in the energy sector, I felt led to resign from my position to become a financial advisor. My decision was fueled by a desire to help individuals and families establish a process to achieve financial freedom.
I enjoy spending time with my wife, Brianna, my twin boys, Bennett and Brody, and my youngest boy, Beckham. I believe my calling is to make my family my primary ministry, and to grow the spiritual, emotional and financial legacy of my family. As a financial advisor, I get to live out this vision for my family and have the privilege of helping others achieve their vision for their family as well.
My goal is to help my clients achieve their vision by:
- Helping them plan for retirement
- Guiding them through living in retirement
- Helping them save for education for their children or grandchildren
- Helping them create, build, protect and transfer their wealth
Through a lifelong partnership, we will monitor your progress in these areas to ensure you stay on track and determine if adjustments need to be made.
Reach out so we can connect by scheduling an in person, web, or phone appointment!
- Bus: (405)-878-0990
- Email: [email protected]
- LinkedIn: https://www.linkedin.com/in/brentmorrisfinancialadvisor
- Facebook: https://www.facebook.com/EJAdvisorBrentMorris
Through every step, I'm committed to simplifying this area of your life and providing you with exceptional client service. I look forward to connecting with you!
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- New Investors
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
- Landscape Design
Office Address39004 W Macarthur St Ste 110
Shawnee, OK 74804
Phone NumberBrent S Morris at (405) 878-0990
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
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