AJ Morris, CFP®, is a seasoned retirement plan consultant with expertise in providing wealth management and investment advisory services to high-net-worth families, corporate executives, and business owners. AJ has served as a Senior Vice President and Financial Advisor at CAPTRUST Financial Advisors since 2011, where they focus on delivering fiduciary consulting and conflict-free investment advice. Prior to this role, AJ was a CERTIFIED FINANCIAL PLANNER™ at VisionPoint Advisory Group from 2007 to 2011. Currently, AJ is pursuing a Bachelor of Science in Finance at Upper Iowa University, having previously earned a CFP® Certificate in Financial Planning from Kaplan University.
This person is not in any teams
This person is not in any offices