MORRIS FINANCIAL CONCEPTS, INC. of MOUNT PLEASANT, SC is an SEC-registered investment adviser (CRD 114862). Regulatory assets under management: $538.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Kyra Hollowell Morris | PRESIDENT | — |
| James Tucker Morris | CHIEF COMPLIANCE OFFICER | — |
| MORRIS KYRA HOLLOWELL | PRESIDENT; PRESIDENT / CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEFCOMPLIANCEOFFICER | — |
| MORRIS ROBERT STANLEY | CHIEF COMPLIANCE OFFICER; CHIEF TECHNOLOGY OFFICER; SHAREHOLDER (+2 more) | — |
| PATRICK DENNIS MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| NARDONE MARIO ANTHONY | CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER | — |
| HOLLOWELL JOSEPH GURNEY | CHIEF OPERATIONS OFFICER | — |
| COOK SHARON WHEELER | OFFICE MANAGER; PARTIAL OWNER | — |
| HOLLOWELL JOSEPH GERNEY | CHIEF OF OPERATIONS | — |
| IVY MARY ELIZABETH | CHIEF OPERATIONS OFFICER | — |
| MORRIS JAMES TUCKER | CHIEF COMPLIANCE OFFICER | — |