Jarrett Morris, AIF®, CFP®, ChFC®

Partner

From the beginning of Jarrett’s career in the Financial Services industry, his belief has always been a client first, service intensive model. Jarrett believes that clients value advice on the “real life” questions: How do I pay for college? When can I retire? When do I take Social Security? Which pension option is best for me? Jarrett has a practice designed to answer these questions and help relieve clients of their financial stress. Over the years Jarrett’s dedication to education, the development of a proven process and the utilization of technology have kept his practice on the forefront of the Financial Planning Industry.

PHILOSOPHY

Jarrett’s responsibilities include developing and implementing financial strategies, creating and reviewing investment portfolios, and advising clients on all aspects of their financial life. Most importantly, he helps them save time, organize their finances and manage life’s change as they arise. Jarrett believes that awareness and the continual review of one’s Financial Plan is the backbone to a successful future. Having the ability to remain flexible as the landscape changes over time is the difference between the services at Blue Rock RiversEdge and other financial services options.

EDUCATION

Jarrett graduated from the University of Delaware with a Bachelor’s Degree in Finance and minor in Economics. Jarrett holds the Certified Financial Planner™ (CFP®), the Chartered Financial Consultant (ChFC®) and the Accredited Investment Fiduciary (AIF®) designations.