Having worked as an investment professional for 26 years, I highly value the relationships that evolve as we work together to meet your goals and objectives.  With broad experience in portfolio management, retirement, and estate planning strategies, I enjoy working with business owners and individuals to achieve asset growth, income generation, manage risk, and in a tax efficient manner. 

I am a graduate of Cumberland College with a bachelor’s degree in chemistry.   Prior to my work as a Financial Advisor, I have 20 years’ experience as a successful business owner which has given me valuable insight to provide client advice.

My wife and I live in Oliver Springs and have 2 grown daughters.

Don Morris helps his clients reach their financial goals with an emphasis on strategies pertaining to estate planning, retirement distribution and portfolio strategies.

A CERTIFIED FINANCIAL PLANNER™ professional with more than 28 years’ experience, Don graduated from the University of South Carolina with a degree in finance.

Don has one son and lives in Maryville with his wife and animal companions Cody, Nicki & Gypsy. He is involved with kidney & donor organizations and volunteers for various animal organizations. He also enjoys tennis, scuba diving and magic.

Duane started his career in the banking industry in 1977.  In his 40 plus years of financial experience, he gained extensive experience in helping clients obtain access to lending and banking products, and assisted in investment guidance and estate planning strategies to help his clients reach their financial goals.

Duane was born in Sioux City, Iowa and traveled with his military family in which he resided in several states including Alaska, New York and Washington, DC. He moved to Johnson City, Tennessee in 1974.

Duane attended Tri-Cities State Tech, East Tennessee State University and is a graduate of the School of Banking at Vanderbilt University 1987.  
 

Duane held various positions such as

Branch Manager, Retail and Commercial Lending Officer and then became a Sr. Vice–President, Private Wealth Advisor in the Trust and Investment Divisions of SunTrust Bank in 1992.  He then went on to Regions Bank in 2009, in which he held  the position of Sr. Vice-President, Private Wealth Manager while advising clients on investments and estate planning. 

 

In October of 2012, Duane joined Wells Fargo Advisors in Johnson City.

His vast previous experience has helped him develop good relationships with clients, and has given him a broad spectrum of the financial products available to better serve his clients.

Away from the office
Duane spends his free time with his wife, Tammy, who works for East Tennessee State University.  He has two sons who graduated from East Tennessee State University and both currently serve as majors in the U.S. military.  Brandon is stationed in Fort Knox, Kentucky and Tyler is stationed in  Fort Bragg, North Carolina.  Duane enjoys playing golf,  gardening, fishing and is a member of Boones  Creek Christian Church in Gray, Tennessee.

Mission
Being fully committed to building long term relationships based on trust while providing sound professional advice with superior service is Duane’s primary objective

Cheryl focuses on providing superior client service and administrative support. She always has a caring and welcoming attitude.  She was with Wells Fargo Home Mortgage 10 years before joining our team in 2019.

Cheryl lives in Lenoir City with her husband Wendell, where she loves spending time with her family, which include her five children, and five grandchildren. She also enjoys hiking, goint to the lake, and traveling. Cheryl also loves to volunteer at her church.

Daniel Waters' background as a long-term care specialist in the insurance industry prior to joining Wells Fargo Advisors helps him understand the particular needs and concerns facing retirees and their families. 

After graduating summa cum laude from the University of Tennessee with his Bachelor of Science in Mathematics, Daniel taught high school math in Knox County for 9 years. He coached girls' basketball for AAU summer teams and at Farragut high school and also coached a debate team and math team. Daniel is a native of Maryville and lives in Knoxville, and he has been a financial consultant for over 17 years.