John is a Financial and Insurance Advisor for TriBridge Partners. He directs the Insurance Practice of the Individual Solutions Division and is responsible for working with both corporate and individual clients of the firm.
John specializes in designing insurance planning, asset allocation and financial planning strategies, for his clients. He does this by structuring strategic employee benefits for key employees, executives and senior management for our corporate clients.
John lives in Washington, DC with his wife and two children. He enjoys staying active and playing golf.
John 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. John M. Morris, CA Insurance License #0E77820; AR Insurance Producer License #7927848; Domiciled in Maryland. CRN201711-197468
Professional Affiliations & Education:
- CERTIFIED FINANCIAL PLANNER™
- Licensed Life and Health Insurance Agent
- Executive Certificate Financial Planning, Georgetown University
- Bachelor of Science in Communications, Vanderbilt University
- Family Firm Institute Member
- FINRA Series 7,66