Grant Morris

Developing successful strategies one client at a time. Grant Morris provides comprehensive wealth management guidance that includes insights into retirement planning and income management, asset allocation, risk management, education planning, tax minimization and retirement benefit maximization. Grant recognized an unfulfilled need for exceptional personal service combined with unbiased, professional financial strategies, tailored to each client’s unique situation. He transitioned to a career as financial advisor at Crown Wealth Management. While there, he earned the Retirement Income Certified Professional® professional designation from the American College, requiring at least three years’ experience, the meeting of stringent ethics requirements, and participation in The Colleges continuing educational program.