Rebecca Morris

Rebecca Morris, CFP®, is the Vice President and Branch Leader at Fidelity Investments, where they use over 20 years of experience as a Certified Financial Planner™ to lead and inspire a team of advisors. Previously, they served as a Financial Advisor at Stifel Financial Corp. and UBS, as well as holding various positions at Fidelity, including Vice President - Financial Consultant and Vice President, Wealth Planner. Rebecca earned a BA in International Political Economy from the University of Washington, where they continue their education, and a Certificate of Financial Planning from Northwestern University. They are dedicated to fostering a collaborative environment that enhances the financial well-being of clients.