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Garrett M

Series 66

Perry, OK

Merit Financial Advisors

Garrett Morris is a financial advisor at Merit Financial Advisors with five years of industry experience. He previously worked at Exchange Bank and Trust Company for ten years and held roles at LPL Financial LLC and PKS Investments. Outside of his advisory work, Morris serves as the music director at Stillwater Bible Church. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios using centrally managed models and offers a range of wealth management services including financial planning, retirement advice, and educational programs.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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