Roy Morris

My path to financial planning wasn't accidental.

While earning my Finance degree from the Eller College of Management at the University of Arizona, a corporate internship quickly taught me that I didn’t want to spend my life analyzing corporate balance sheets in a silo. I wanted to work with people. I wanted to make a tangible, personal difference in their lives. Since entering the industry in 2010, I’ve dedicated my career to doing exactly that. I spent my formative years helping public education employees navigate the complexities of the Arizona State Retirement System (ASRS), mastering how to maximize pensions and coordinate them with Social Security, investments, and insurance. As my clients have grown and transitioned into retirement, my practice has evolved with them. Today, as a Retirement Income Certified Professional (RICP®), I specialize in helping pre-retirees and retirees organize their wealth, eliminate planning gaps, and actively manage portfolios to help ensure their money supports their ultimate life vision. If you sit across the desk or an online meeting from me, you’ll quickly realize my approach is down-to-earth, straightforward, and supportive. I pride myself on making complex financial concepts easy to understand. But my true "superpower" isn't just building the initial plan—it’s navigating life when things change. When life throws an unexpected curveball and critical decisions need to be made quickly, you won't have to face it alone. Because we will have already built a foundation of trust, I am able to step in as your financial anchor, bringing a calm perspective, emotional reassurance, and data-backed support to keep you moving forward. I don't just manage wealth; I deeply care about the people I work with.