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Paul Morris

Advisor at Wells Fargo Advisors

Updated today

Location

Decatur, AL 35601

Credentials

Series 66

Industry experience

15 years

About

Paul Morris is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding a Series 66 designation and 15 years of industry experience. His career includes multiple roles within Wells Fargo-affiliated entities since 2010 and a brief tenure at Merrill in 2021. He also owns Paul D Morris Wealth Management Inc., an investment-related business based in Florence, AL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

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Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Location

826 Bank St Ne

Decatur, AL 35601

Most active in

Alabama

Work history

Wells Fargo Advisors

2024 - Present (2 years)

Wells Fargo Clearing Services, Llc.

2021 - 2024 (3 years)

Merrill

2021 - 2021 (1 year)

Wells Fargo Clearing

2016 - 2021 (5 years)

Wells Fargo Advisors Llc

2010 - 2016 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kenneth Johnson is a financial advisor at Ignite Planners LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at StoneX Securities Inc. Outside of advising, he serves as a Bible class teacher and pulpit minister at Aldridge Grove Church of Christ and is involved in several community boards, including the International Motorsports Hall of Fame and the Industrial Development Board of Lawrence County, Alabama. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and access to third-party money managers, employing a multi-disciplinary investment approach and discretionary portfolio management that includes private and alternative investments.

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Madison, AL

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Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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Trevor K

Series 66

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Trevor Kurzhal is a financial advisor with NBC Securities, Inc. holding a Series 66 designation and five years of industry experience. Outside of his advisory role, he is involved in audio production, mixing and mastering music for local artists, and serves in various media and production roles with Grace Life Church of the Shoals and its missions affiliate. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base, including individuals, institutions, and municipalities, with approximately $1.78 billion in assets under management. The firm offers multiple fee-based advisory programs and integrates brokerage execution and custody services through RBC platforms.

Retirement income strategy Wealth management Founder/Business Owner Retired
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Dustin H

CFP®, Series 63, Series 66

Madison, AL

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James M

Series 66

Decatur, AL

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Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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