David M. Morris, JD, CLU
FranklinMorris
Principal / President
410-659-3713
dave.morris@franklinmorris.com
www.franklinmorris.com
Practice Focus
- Insurance and Financial Planning
- Estate and Retirement Planning
- Business Insurance Analysis
- Executive Compensation and Benefit Planning
- Insurance and Investment Advisory Services
Drawing on his more than thirty years of professional experience and his training as an attorney, Dave Morris is a trusted advisor to his many clients. Dave has a broad range of expertise in business management and continuity issues, financial elements of insurance and estate planning, and benefit expertise for professionals, executives and business owners.
As a founding principal of FranklinMorris and the firm’s long term Managing Partner, he has shaped the organization to help ensure technical excellence, high standards of discretion and integrity and a focus on client service.
Dave served on the Board and as President of the AAX, a national agents’ association advisory board, from 2002 to 2009. He has served as President of the Board of Trustees of his church and was a member of the Board of Trustees of Roland Park Country School. He is listed in Who’s Who in Finance, Who’s Who in America and Who’s Who in the World. Dave is married and has two children and two grandchildren.
Professional Designations
- CLU, Chartered Life Underwriter designation
- Fellow, Family Business Advisor Certificate, Family Firm Institute
Professional Registrations
- FINRA Series 6
- FINRA Series 22
- FINRA Series 63
- FINRA Series 65
Education
- Juris Doctor, University of Baltimore School of Law
- Bachelor of Arts, University of Maryland
Professional Affiliations
- Member, Association of Advanced Life Underwriting
- Life and Qualifying Member, Million Dollar Round Table
- Member, Maryland State Bar Association
- Member, American Bar Association, Section of Taxation
- Member, Family Firm Institute
- Member, International Foundation of Employee Benefit Professionals
- Former Chair, Ethics Committee, Society of Financial Service Professionals
- Past Trustee NAIFA – Baltimore Charitable Foundation
- Baltimore Estate Planning Council
- National Association of Insurance and Financial Advisors (NAIFA), National Quality Award
David M. Morris is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, Inc., Member SIPC Supervisory Office: Executive Plaza IV, 11350 McCormick Rd., Suite 200, Hunt Valley MD 21031, (410) 785-7654
CA Insurance License No. LD0521803
CRN201205-135088
I am licensed to sell insurance in: AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, and securities in: AZ, CA, CO, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, NC, NJ, NY, OH, PA, PR, SC, TN, TX, VA, WA, WV.
CRN201207-135649
