Stoic Financial Private Wealth Management

My wife and I have lived in the Boynton Beach community for 30 years and are proud to have raised our daughters here. I enjoy helping customers as they make decisions that protect what matters most.

At Morris Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Boynton Beach, FL area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

The relationships with my family and friends are the reason I enjoy working as hard as I do. My wife, Kim, and I grew up in South Florida. We raised our two daughters, Ali and Dani here as well.When Im away from the office, my favorite things are visiting the beach, shopping and dining on Atlantic Avenue, scuba diving, fishing and cycling. I volunteer for the Boynton Beach YMCA, serve as a Coastal Conservation Association board member and support Bethesda Hospital East, St. Vincents Catholic School and Old School Square Center of the Arts. Boynton Beach has been my home the past 30 years, so I understand the complex South Florida market. One of the reasons why I became an Allstate agent in 2003, after working in automotive financing services, is that I enjoy educating customers on their insurance options and helping them as they make decisions that protect what matters most.