Eric Morris

Eric J. Morris, CFP®, CTFA
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Morris Group of Truist Investment Services, Inc.

2 W Washington St

Suite 800,

Greenville, SC 29601-2735

About me

Background

I assist individuals, families, and businesses in identifying and placing them on track toward their financial goals. I’m committed to developing long-term relationships built on high-level personal service that builds mutual trust and includes: effective communications, responsiveness, and education. 

My niche is business owners and corporate executives, who I encourage to think about their finances like they do their business: “Just as you are the CEO of your company, you are also the CEO of your family’s wealth. Organize that wealth like a business by surrounding yourself with a team of tax, legal, and financial advisors and resources that will help you be successful”.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's degree in Business
Calloway School of Business at Wake Forest University

Personal Interests

I’m a member of the Wake Forest University athletic advisory council and Leadership Greenville Class 43.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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