John C. Morris, CFP®, Associate
FranklinMorris
John C. Morris, CFP®
410-659-3722
john.morris@franklinmorris.com
www.franklinmorris.com
Practice Focus
- Insurance Planning for Individuals
- Financial Planning
- Design and Implementation of Group Insurance and Employee Benefit Programs
John came to FranklinMorris in 2004 after working with a large national insurance company. He served as a brokerage representative for Disability Income and Long Term Care insurance products in Washington, D.C. and Richmond, Virginia. His work with the firm includes both insurance planning for individuals and benefit planning for corporate clients.
As a CERTIFIED FINANCIAL PLANNER™ professional, he assists clients with their financial planning, helping them to create a financial strategy to achieve their long-term financial goals. John is also knowledgeable in the areas of Disability Income and Long Term Care Insurance and is able to help clients integrate these products into their group benefits coverage or individual financial plans.
Professional Designations / Education
- CERTIFIED FINANCIAL PLANNER™
- Executive Certificate, Financial Planning, Georgetown University
- Bachelor of Science, Communications, Vanderbilt University
Professional Registrations
- FINRA Series 7, 66
Professional Affiliations
National Association of Insurance and Financial Advisors, Baltimore Chapter
John Morris, CFP® 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 Road / Suite 200 / Hunt Valley, MD 21031 / 410-785-7654
CA Insurance License No. OE77820
CRN201205-135090
He is licensed to sell insurance in: CA, DC, IL, MA, MD, NY, OH, PA, TN, TX, VA, WV, and securities in: CA, CT, DC, FL, MA, MD, VA.
CRN201207-135651
