Address: 6309 Warm Mist Lane
DALLAS, TX 75248
Phone Number: 972-692-0909
Business Name: Munn & Morris Financial Advisors
Industry: Financial Planner
Position/Title: Certified Financial Planner(R)
Description of Business: Customized, comprehensive financial planning and wealth management.
Year Founded: 1998
Previous business experience.
I started my career as a CPA with Coopers & Lybrand (now called PriceWaterhouseCoopers) , and was recruited to Sprint, where I spent 25 years in Finance, Marketing and Sales Management. During this tenure, gained great corporate experience, and skills in all three areas of the business. Additionally, I gained significant HR skills as a manager (both in hiring and retaining employees, as well as managing humanely and effectively during nearly annual layoffs). Separately, I was honored as a top 5% employee (Presidents Club) during both my Marketing and Sales tenures. I retired from Sprint to return to my accounting roots as a financial advisor and am proud to serve both former customers and employees as well as those I meet and connect with.
What sets you apart from the competition?
I listen first, work in a team environment where we collaborate and share our clients, and provide a proprietary strategy which helps protect clients in down markets, while also exploiting growth during strong markets.
What is your ideal client?
I serve almost any who need, but, my ideal client has amassed some wealth, is interested in ensuring that wealth grows and is protected, and is looking for guidance from a qualified professional who will listen to their needs and offer solutions to meet those needs. Often times, this looks like a Parent in their 40s or 50s who may be trying to figure out how to balance planning for retirement with saving for college, or how to care for an aging parent/ relative without impacting their current or planned lifestyle. It also, often includes professionals in transition who are not sure what their next career will look like, and/or what they need to get to a place of comfort so that they can retire confidently.
What are some keywords describing your business?
Munn & Morris Financial Advisors