Donald Morris Photo

Don Morris

Financial Advisor

CDFA Certified Divorce Financial Analyst

Raymond James Financial Services, Inc.

Member FINRA/SIPC

655 Metro Place S., Suite 260

Dublin, Ohio 43017

Ph# 614-339-1000 Fax# 614-339-1001

www.donaldmorrisrj.com

donald.morris@raymondjames.com

Beth Petrie, CPA, CVA Partner, Blue Sky Business Valuation, LLC
Terrie Austin, CDFA® CFP® Divorce Financial Consultant Modern Divorce Solutions, LLC

620 East Broad Street – Suite J

Columbus OH 43215

  • Bio

Donald Morris

Financial Professional

Introduction

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:

  • Win Win Divorce
  • 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

Don Bio