badge

Paladin Research Report For:

Tom Morris

Northwestern Mutual -Tom Morris

240 Leigh Farm Rd
Ste 400
Durham, NC 27707
919-401-0331

About 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.

See Disclosures

General Information

Firm Start Year
  • 2005
No. of Employees
  • 5-9

Compliance

Qualifications & Membership

Compensation and Fees

Education

MBA -
  • Duke University-Fuqua School of Business
    1988 -1990

Disclosures

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

tommorris-nm.com/disclosure

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890596/paladinregistry-Northwestern-Mutual--Tom-Morris-detailed-disclosure.html

Inquire With Tom