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Matt Morris

Portfolio Manager

Matt believes that in order to fully plan for a client’s financial future, we must discover what got them to where they are today. He enjoys listening to the story of each client in order to discover their unique concerns, needs, and goals. He then brings his specialty to bear analyzing and investing financial resources so that individuals and families can achieve their goals with complete confidence.

Matt serves on our Investment and Financial Planning Committees.  He holds a Bachelor of Science in Finance from Auburn University and a Master of Business Administration from the University of Alabama at Birmingham. Matt is currently pursuing his Certified Financial Planner certification through the University of Georgia.

Matt is passionate about investing in the lives of others. He coaches little league baseball, is an active member of Christ Fellowship Church, and leads with Young Life Capernaum Ministries where he works with teenagers and young adults with intellectual and developmental disabilities. Matt also supports Compassion International, English Language Institute/China (ELIC), Campus Crusade, and the American Cancer Society.

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