Priority Financial Group
Roy D. Morris, RICP®, currently serves as a Financial Planner at Osaic since June 2024 and has been associated with Priority Financial Group as an Investment Adviser Representative since January 2023. Additionally, Roy is a Financial Planner at Phocus Financial, a firm dedicated to comprehensive financial planning for individuals and businesses, since January 2020. Previously, Roy worked as a Financial Planner at Securities America Inc. until its transition to Osaic in June 2024, and at Equitable Advisors from January 2010 to January 2023. Early career experience includes a Financial Planning Internship at Raytheon during the summer of 2009. Educational credentials include an RICP® in Financial Planning and Services from The American College and a Bachelor's Degree in Finance from the University of Arizona's Eller College of Management.
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Priority Financial Group
Priority Financial Group (PFG) empowers financial advisors and credit unions to deliver high quality financial planning and advice. PFG Advisors (PFGA), the affiliated hybrid RIA, provides advisors with a choice of affiliation options and access to Charles Schwab, TD Ameritrade, fintech and other trading platforms. We have offices throughout Arizona, California, New Mexico, Oregon and Texas, and have been servicing the financial planning and financial institution industries for over 20 years. We provide comprehensive compliance oversight, program management and a sales management system that enable our clients to achieve their goals. Specialties: Executive level leadership and developing new business opportunities through innovation and collaboration. Building client friendly wealth management programs for Financial Institutions; Helping Financial Advisors reach their personal and professional goals. We connect quality Advisors with quality Financial Institutions. Please see www.pfgteam.com for additional information and disclosures. Third-party comments may not be representative of all client experiences.