Roy Morris is a financial planner that supports his clients’ ability to live their best life by maximizing their available financial resources. Roy obtained the RICP® (Retirement Income Certified Professional®) designation that has a business focus of creating and implementing tax-efficient retirement income strategies. Roy focuses on helping ASRS members maximize their pension as part of their holistic retirement income plan.
Roy’s planning process helps simplify and support his clients’ ability to make complex financial decisions with confidence. Roy holds a BSBA in Finance from The Eller College of Management at The University of Arizona. Roy is a loyal volunteer at The Eller College of Management, helping conduct interviews for students applying to the college and being a regular judge for the college’s various case competitions. In 2018, Roy received The Eller College of Management’s Associate of the Year award.
Roy lives in Marana, Arizona with his wife, Jenna, and their three daughters. His family enjoys camping, visiting Colorado in the summer and traveling to new places. Roy enjoys woodworking, making furniture and honing his woodworking craft.
The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.
California Insurance License #: 0I21223
Equitable Advisors, its affiliates, and financial professionals are not affiliated with ASRS.