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Adam M

CFP®, Series 63, Series 66

Falls City, NE

Edward Jones

Adam Morris is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2017, as well as founding Morris & Co. LLC and working at Frontier Bank. Outside of advising, he owns and manages a carwash business and residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets across a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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