Allen Morris, AAMS, CRPC

Focus
As a Financial Advisor, I provide guidance and value-added service to investors - always striving to build long-term relationships based on mutual trust and respect. Through a long-term investment approach, I help clients develop and narrow their goals and implement strategies for building wealth.  My mission is to listen to you intently to better understand your situation and provide you with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. 

Background and Experience
Before joining Wells Fargo Advisors in 2013, I worked for five years with Merrill Lynch/Bank of America and five years with Edward Jones & Co.  I hold a bachelor’s degree in physics from Wofford College and a master’s degree in education from The University of South Carolina Columbia.  I have also earned both the Accredited Asset Management Specialist SM, or AAMS® and the Chartered Retirement Planning Counselor SM, or CRPC® from the College of Financial Planning.

Away from the Office
Away from the office, I enjoy spending time with my wife, Tara, our four children, and grandchildren.  I also enjoy woodworking, playing guitar, and singing in church choir.  Life is short so stay focused on your goals and let me help you attain them.

Advice for your Full Financial Life
Lastly, in your busy life, you don’t need a complex web of financial relationships.  As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact.  Let me and my team evaluate your situation and see if there’s a good fit.