Zach Morris, CFP (r)

Financial Advisor

In his role, Zach serves as an added member of your retirement plan service team, supporting you and your employees through participant education and guidance. He is available to address questions and concerns as they relate to your plan participants. Zach also supports our individual wealth clients.

Zach joined SRP in January 2019 with 4 years of experience in the wealth management industry. He is a graduate of Bryant University, where he studied International Business/Finance, and was a four year varsity tennis starter. Zach comes to SRP after several years at Bank of America Merrill Lynch. Zach holds his FINRA Series 7, 63 & 66 licenses*, and is conversant in Spanish.

In his free time, Zach enjoys playing soccer, teaching, playing and coaching tennis. Zach lives in Providence, RI.

*Series 7 and 63 securities registrations held through LPL Financil. Series 66 registration held through LPL Financial and Global Retirement Partners.