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Our Team

Brad Morris, AIF<sup><small>®</small></sup>

Brad Morris, AIF®

RELATIONSHIP MANAGER

Brad has been a member of our team since 2000.  In December 2019, Brad obtained the designation of Accredited Investment Fiduciary®

His professional affiliations include: Investments & Wealth Institute, National Association of Insurance and Financial Advisors, and Pineywoods Association of Insurance and Financial Advisors.

Brad graduated from Central High School in 1996. He earned his BBA in Finance from Stephen F. Austin State University.

Brad is an active member of Timber Creek Church. He is also a graduate of the 2012-2013 Leadership Lufkin Class.

Specialties

  • Life Insurance
  • Annuities
  • Investments
  • Section 125 Plan Administration
  • Employer Sponsored Benefit Plans

Licenses

  • Series 7 – General Securities Representative
  • Series 63 - Uniform Securities Agent State Law
  • Series 65 - Uniform Investment Adviser Law Exam
  • General Lines – Life, Accident, Health, and HMO
  • Agent of Woodlands Asset Management, Inc., an investment advisory firm.
  • Registered Representative with Woodlands Securities Corporation, Member FINRA and SIPC.