Bio:
As a founding Principal of TriBridge Partners with more than thirty years of professional experience and his training as an attorney, Dave Morris is a trusted financial advisor to his many clients. Dave has a broad range of expertise in business management and continuity issues; financial elements of insurance and estate planning; and benefit expertise for professionals, executives and business owners.
As a founding principal of FranklinMorris and the firm’s long term Managing Partner, he has shaped the organization to help ensure technical excellence, high standards of discretion and integrity and a focus on client service. Dave coordinated the creation of TriBridge Partners, LLC in 2013 and merged FranklinMorris into TriBridge Partners as Founding Principal.
Dave served on the Board and as President of the AAX, a national agents’ association advisory board, from 2002 to 2009. He has served as President of the Board of Trustees of his church and was a member of the Board of Trustees of Roland Park Country School.
Dave is married and has two children and four grandchildren.
Professional Affiliations & Education
- CLU®, Chartered Life Underwriter Designation
- Advanced Certificate, Family Business Advising, Family Firm Institute
- Juris Doctor, University of Baltimore School of Law *
- Bachelor of Arts, University of Maryland
- FINRA Series 6, 22, 63, 65
- Board Member, Association for Advanced Life Underwriting (AALU) 2016-2017
- Member, Association of Advanced Life Underwriting
- Life Member, Million Dollar Round Table
- Member, Maryland State Bar Association
- Member, Family Firm Institute
- Former Chair, Ethics Committee, Society of Financial Service Professionals, Baltimore
- Past Trustee NAIFA-Baltimore Charitable Foundation
David M. Morris is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory office: 11350 McCormick Rd., Executive Plaza IV, Ste 200, Hunt Valley, MD 21031 – 410.785.7654. TriBridge Partners, LLC is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies. David M. Morris, CA Insurance License #0521803; Domiciled in MD.CRN202410-935419
*Licensed but not practicing
