TriBridge Partners, LLC Elects John Morris Principal
Baltimore, MD – Financial advisory and benefits firm TriBridge Partners, LLC today announced the appointment of John C. Morris, CFP® as Principal. In his role John, who works out of TriBridge’s DC-area offices, will serve as co-director of the Individual Solutions Division structuring strategic benefits for key employees, executives and senior management for corporate clients and leading insurance planning, asset allocation and financial planning for individual clients.
“We are pleased to have John join the firm as our seventh Principal ,” said Dave Morris, CEO of TriBridge. “His expertise, hard work and insights will bring significant contributions to our leadership team.”
John has been with the firm since its inception in 2013. Prior to that, he served as a Financial Advisor at FranklinMorris, one of three founding firms of TriBridge Partners, for many years. John brings significant experience with financial planning, executive benefits, ancillary benefits and planning in the individual solutions area to his role at TriBridge Partners.
A member of the Family Firm Institute (FFI) and the Association for Advanced Life Underwriting (AALU), John graduated from Vanderbilt University with his bachelor’s degree, and from Georgetown University with his Executive Certificate Financial Planning.
About TriBridge Partners
With offices located in Baltimore, Bethesda, Frederick, Hagerstown, and Washington, DC, TriBridge Partners has over 50 full-time employees dedicated to client care, with years of experience and sophisticated expertise with numerous advanced degrees and professional designations to provide technical skill along with our RoadMap strategies to assist our clients, their businesses and employees achieve financial security.
Our goal is to make a meaningful difference in the lives of those we serve. We do this through teams of specialists, using an established method designed to maximize the client experience. At TriBridge Partners we take pride in our community and work with families and business owners to make educated decisions when it comes to being financially prepared for life events.
John C. Morris is a Registered Representative of and offers securities, investment advisory, and financial planning services are offered by qualified Registered Representatives of MML Investors Services, LLC, member SIPC. TriBridge Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.Supervisory office: 11350 McCormick Rd., Executive Plaza IV, Suite 200, Hunt Valley, MD 21031, 410-785-7654. CA Insurance Lic.# 0E77820