Rebecca Morris
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Vancouver, WA 98660-3613
Credentials
CFP®, Series 66
Industry experience
20 years
Rebecca Morris is the Vice President and Branch Leader at Fidelity Investments, where she has held leadership roles since 2014. Currently, she leads a team of advisors, focusing on providing the resources necessary for delivering client-centered financial planning and support. Prior to her current position, she served as Vice President, Wealth Planner at Fidelity and has substantial experience as a financial consultant and advisor across several firms.
With over 20 years of experience in financial advising, Rebecca has a demonstrated history of working within the financial services industry. Her expertise includes wealth planning and client relationship management. She began her career as a Financial Advisor at UBS Financial Services and has also worked at Stifel Nicolaus and Empirical Wealth Management.
Outside of her professional commitments, Rebecca has interests in art, gardening, golf, and outdoor adventures.
Based on Fidelity
655 W Columbia Way, Suite 404
Vancouver, WA 98660-3613
Oregon · Texas · Washington
Fidelity Investments
2025 - Present (1 year)
FIDELITY Brokerage Services
2020 - Present (6 years)
Empirical Wealth management
2020 - 2020 (1 year)
Fidelity Personal and Workplace Advisors
2018 - 2020 (2 years)
FIdelity Investments
2011 - 2020 (9 years)
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