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Morris
8316 Linton Boulevard
Columbus, Ohio 43235
614-432-0873
lamorris@columbus.rr.com
www.linkedin.com/in/lorimorriscfp
Client Relationships ~ Employee Benefits ~ Compliance Management
Career Blends Success in Utility and Financial Service as:Manager of
Regulatory Services, (8 years) - Financial Planner (11 years)
Professional Experience
Vawter Financial, LTD - Columbus, Ohio 2006 to Present
Lincoln Financial Group - Columbus, Ohio 2004 to 2006
Financial services organizations specializing in wealth management
solutions; includes investment management, income tax and estate
planning, retirement and college funding projections, debt
utilization and insurance needs analysis.
Financial Planner
Provide clients with strategic investment advice and solutions
enabling satisfaction of overall long-term financial goals; build
trust and solidify relationships, maintain continuous communications,
evaluate client financial positions, identify investment and tax
methods for growing wealth, and deliver prompt personal service to
target market (comprising business owners and individuals with net
worth no less than $2 million throughout Columbus, Ohio).
* Successfully assist extremely diverse and challenging clientele
including (but not limited to) loss of partner, purchase of business,
inheritance, employment downsizing/retirement options, health
issues and divorce settlement options.
* Increased potential for brand and name expansion through
collaboration with colleague on delivery of financial seminar,
"Retirement Strategies and Financial Planning Workshop."
* Demonstrated professional commitment through membership and
volunteer participation in Financial Planning Association (FPA);
present weekly program and tools to high school seniors to
familiarize everyday and real life financial responsibilities as well
as help manage money and execute responsible financial decisions.
Education ~ Licenses
The University of Dayton - Dayton, Ohio
Master of Business Administration
Bowling Green State University - Bowling Green, Ohio
B.S., Business Administration/Finance
College for Financial Planning - Denver, Colorado
Completed CFPà ® program
Licensed Certified Financial Planner ~ Series 7 and 63 Licenses
Investment Advisor Representative ~ Licensed in Life, Health, and
Variable Insurance
Software Proficiencies
Albridge Solutions ~ Sunguard Planning Station ~ MoneyGuide Pro ~
NetXPro ~ ACT (Client Relationship System) ~ Morningstar Workstation
~ Microsoft Excel ~ Microsoft Word ~ OUTLOOK
Keywords:
Coordinator, Manager, Team Leader, Administrator, Project Manager