Stephen B. Morris, ChFC®, CRPC®, CBEC®
LPL Financial Planner
Stephen, a Partner with Academy Financial and affiliated with LPL Financial, focuses on designing and implementing strategies aiming to build, preserve, and protect wealth for families and privately-owned businesses. He specializes in Succession Planning for Individuals and Families that own a business with a focus on Buy/Sell Agreements. With over 28 years of experience, Stephen has guided clients through various market cycles and tax regimes, using sound research and prudent judgment to help them make informed decisions regarding the accumulation, preservation, and distribution of wealth. Stephen works alongside his clients' existing advisors, such as attorneys and accountants, to provide a comprehensive, cross-disciplinary approach to estate, business, and investment planning. Stephen graduated from Lehigh University with a B.S. in Business and Economics.
Areas of Expertise
- Succession Planning
- Retirement Planning
- Estate Planning Strategies
- Wealth Management
- Special Needs Planning
Personal Information
Stephen lives in Bryn Mawr, PA, with his wife Casey and their four children.
Community Involvement
Stephen serves on the President's Advisory Council at Cristo Rey Philadelphia High School, where he and his wife are Scholarship Partners.
Certification
- FINRA Registrations: Series 7 and 66 held through LPL Financial
- Life and Health Insurance Licensed
- Certified Business Exit Consultant (CBEC) designation
- CRPC conferred by College for Financial Planning
Education
Bachelors of Science, Lehigh University