Meet Jeff

Jeff Morris
Founder & Principal

Jeff is an active member of the Atlanta and Cobb communities. He is a member of the Georgia Society of CPAs and the Atlanta Chapter National Association of Black Accountants (NABA), where he served two terms as President from 2015-2017. He is a mentor with the Marietta Mentoring for Leadership Program and an Ambassador for the Cobb County Chamber of Commerce. He also provides educational workshops to local colleges, universities, and industry groups.

Prior to entering the financial services industry in 2008, he had a successful career at The Ritz Carlton, Automatic Data Processing (ADP) and then as an entrepreneur in the food and beverage industry. These experiences gave him a passion for providing exemplary service and helped him recognize the importance of being attentive to client’s needs. He is a graduate of Johnson & Wales University and holds a Series 6, 63 and 65 securities license along with life, health and variable annuity licenses.

Jeff is married and has lived in Atlanta since 1989. He has two children and stays active with basketball, martial arts and his German Shepherd.

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