Briana Morris, Financial Advisor located in Scottsdale, AZ

Financial Advisor
Briana N Morris

MS, CFP®, CEPA®
9383 E Bahia Dr Suite 245, Scottsdale, AZ 85260opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Divorce Finances
  • Portfolio Reviews

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Traveling
  • Music
  • Dancing
  • Art & Theater

Team Members

  • Hannah Bachmann
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(480) 636-7429

Fax

(888) 894-8896

Office Address

9383 E Bahia Dr Suite 245
Scottsdale, AZ 85260opens in a new window

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