Invest. Advisor Rep., Royal Fund Mgmt, LLC

Steve Morris is a Series 65-licensed fiduciary who has more than 20 years of experience in the financial services industry, primarily working with baby boomers nearing retirement or early in retirement to develop retirement income, wealth preservation and tax-minimization strategies.

Steve holds insurance licenses in Georgia, Missouri, South Carolina and Tennessee. He received his bachelor of science degree from the University of Missouri in Columbia in 1973. He is a college sports fan, enjoys upland bird hunting and is involved with the Boy Scouts of America.