STRATEGIC ALLIANCES

T Rowe Price logo
Nuveen Investments logo
Oppenheimer logo
MFS Investment Management logo
American Funds logo
Janus Capital Group logo
Franklin Templeton Investments logo
MainStay Investments logo
PIMCO Your Global Investment Authority
Fidelity Investments logo
BlackRock logo
Invesco logo
Eagle Asset Management logo
Candriam Investors Group A New York Life Company
Neuberger Berman logo
VanEck logo
TheRoyceFunds logo
Cornerstone Capital Management
Dreyfus A BNY Mellon Company logo
MacKay Shields MacKay Municipal Managers
The Cushing Funds. A Swank Capital Fund Family
ICAP logo
Columbia Management logo

Advanced Planning Group logo

THE ADVANCED PLANNING GROUP

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial services to provide New York Life agents unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Wes Morris can bring experience, value and insight to your planning situation.

The Advanced Planning Group does not provide specific legal, tax or accounting advice.

Proud NYL Logo

NEW YORK LIFE

Wes Morris and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is the largest mutual individual life insurance company in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 8/17/16)

Based on revenue as reported by Fortune 500.

Contact Us

1339 Moreland Drive
Kingsport, TN 37663
Phone: 423-239-8588
Fax: 866-824-4244

Morris Financial Inc