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David M

Series 63, Series 65

Suwanee, GA

StoneX Advisors Inc.

David Morris is a financial advisor with StoneX Advisors Inc. in Suwanee, GA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at StoneX Advisors Inc. since 2016 and StoneX Securities Inc. since 2013. Outside of his advisory role, he serves as a director managing insurance operations at GrandView Risk Management and directs GrandView Strategic Partners, which offers investment products and services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, and consulting services through a mix of independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, utilizing various platforms for portfolio implementation and ongoing oversight.

ESG / Sustainable investing
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Michael M

Series 63, Series 65

Suwanee, GA

StoneX Advisors Inc.

Michael Mcfarland is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with StoneX Advisors since 2016, also working with StoneX Securities since 2008. In addition to his advisory role, he is involved in several business ventures including co-ownership of Grandview Strategic Partners and Grandview Planning Group, which provide financial advisory and tax planning services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm employs a variety of investment strategies through independent advisors and an in-house private client group, utilizing multiple platforms and third-party managers for portfolio implementation and oversight.

ESG / Sustainable investing
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