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Tom Morris

Northwestern Mutual -Tom Morris

240 Leigh Farm Rd
Ste 400

Durham, NC 27707

919-401-0331

Planning for retirement is different.

About Northwestern Mutual -Tom Morris

You have decisions in your financial picture, you're the CEO of your financial life. Your job is to take all these ideas and decisions and make sure there's no gaps or overlaps. You have an asset management, risk management, and tax management divisions in your business management. One question: when you think about your whole financial picture, when was the last time someone besides you saw the whole thing in one place?

Our team is going to do a deep dive on the whole picture and report back to you about what you're doing that's really well-aligned, and typically find a few areas to talk about. And more importantly, there are going to be some strategy things that you didn't know you didn't know.

At the end of the day, financial planning is not just about the numbers -- how much you have and how much you need -- but about why the things you want are important to you. We go into much, much deeper planning than the math alone would dictate because we want to help people live focused on the joy in their lives. It's about the finances supporting your life, not your life supporting the finances.

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General Information

Firm Start Year

2005

No. of Employees

5-9

CRD#

5052940

Firm CRD#

2881

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Financial Planning for Businesses

Services

Investment Types

Commodities, Mutual Funds, Bonds, Annuities, Insurance

Can meet clients in the following ways

Phone, Email, Your Office, Video Conference, Our Office

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, RMA®, MBA, ChFC®, RICP®, CASL®, CLU®

Securities Licenses

Series 7

Insurance and Annuity Licenses

Disability, Annuity, Health, Life, Variable Annuity, Variable Life, Long Term Care

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Commissions

Education

MBA -

Duke University-Fuqua School of Business
1988 - 1990

Disclosures

RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

tommorris-nm.com/disclosure

Additional Detailed Disclosures

https://www.retirementplanning.net/disclosure/1890596/retirementplanning-northwestern-mutual--tom-morris-detailed-disclosure