Donald Morris

Don Morris

Donald Morris CDFA
Morris Financial Group
6655 Metro Place S,
Suite 260 Dublin,
Oh. 43017
Phone: 614-339-1000
Fax: 614-339-1001
Email Me
www.donaldmorrisrj.com

INTRODUCTION/GENERAL COMMENTS/PERSONALS GOALS FOR INVOLVEMENT IN COLLABORATIVE FAMILY LAW CASES:

In a divorce my role is to help you understand your financial choices and the potential outcomes of the decisions you make.

A question often asked is, "what will my finances look like after the divorce". As a financial neutral in the Collaborative process, I will work to make the answer to that question as clear as possible. This is especially true if you have not been the "family money person" for your household.

With the raw emotions that often come with a divorce, the numbers and what those numbers mean to each of you, need to be carefully and respectfully considered so that you both can work out informed decisions.

FIELDS OF PROFESSIONAL PRACTICE:
Financial Advisor since 1984
Divorce Financial Advisor 2017

PROFESSIONAL LICENSES:
Series 7,63,65 RA Ohio Investment Advisor Rep

UNDERGRADUATE EDUCATION:
Franklin University Bachelor of Science in Business Administration

COLLABORATIVE PRACTICE GROUP MEMBERSHIPS:
Central Ohio Academy of Collaborative Divorce Professionals
International Academy of Collaborative Professionals

PROFESSIONAL EXPERIENCE/ACTIVITIES:
Divorce Financial Planning
Investment Advisor
Financial Neutral Professional in Collaborative Divorce

PERSONAL INTERESTS/ACTIVITIES:
Boy Scouts of America, Scoutmaster
Back Country Camping and Hiking
Bird Watching

COLLABORATIVE PRACTICE AND RELATED SKILLS TRAINING
YearTraining TypeInstructorHours
2017Basic Collaborative TrainingElain Buck12
2017Fundamentals of MediationSupreme Court14
2017Domestic Mediation TrainingShelly Whalen40
2017Peaceful Resolution of ConflictShelly Whalen16