JOHN B MORRILL
Bruce has a passion for providing his clients with clarity and education to help them make thoughtful financial decisions. His greatest strength is helping people set and work towards reaching their financial goals by providing a disciplined and rigorous approach to financial planning and investment selection.
Bruce has been in the industry since 1991. He attended Appalachian State University and received a Bachelor of Science degree in Business Administration in 1990. Bruce received the Certified Financial PlannerTM designation in 1999 followed by the Certified Fund Specialist designation. He is an active member of the Charlotte chapter of the FPA (Financial Planning Association). Bruce holds FINRA Series 6, 7, 63 and 65 securities registrations and the Life, Accident and Health insurance licenses for the State of North Carolina.
Bruce enjoys spending his free time with his wonderful wife Jen and their four sons. Bruce enjoys golfing, fishing, skiing, travel and sporting events.
Investment advisor representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Contact JOHN B MORRILL :
2101 SARDIS ROAD NORTH SUITE 109
CHARLOTTE, NC 28227
United States