Bio:
John is a Financial Planner and Insurance Professional for TriBridge Partners. He directs the Insurance Practice of the Individual Solutions Division and is responsible for working with both corporate and individual clients of the firm.
John specializes in designing insurance strategy, asset allocation and financial planning strategies, for his clients. He does this by structuring strategic employee benefits for key employees, executives and senior management for our corporate clients.
John’s strong background in finance and his affable style facilitate his communication with clients, he is a CERTIFIED FINANCIAL PLANNER™ certificant, and he puts all investment recommendations within the context of an overall financial plan.
John lives in Washington, DC with his wife and two children. He enjoys staying active and playing golf.
Professional Affiliations & Education
- Certified Financial Planner™. certificant
- Licensed Life and Health Insurance Agent
- Executive Certificate Financial Planning, Georgetown University
- Bachelor of Science in Communications, Vanderbilt University
- Family Firm Institute Member
- FINRA Series 7,66
John M. Morris is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory office: 11350 McCormick Rd., Executive Plaza IV, Ste 200, Hunt Valley, MD 21031 – 410.785.7654. TriBridge Partners, LLC is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies. John M. Morris, CA Insurance License #0E77820; AR Insurance Producer License #7927848; Domiciled in Maryland. CRN202410-935501
