Michelle J. Morris
BRIO FINANCIAL PLANNING
QUINCY, MA 02169
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CRD#: 6012194
Professional summary
Michelle J Morris, CFP® is a registered financial advisor currently at BRIO FINANCIAL PLANNING located in Quincy, Massachusetts.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Michelle has worked at 1 firm and has passed the Series 65 exam.
Biography
In all our dealings with our clients, we pledge to be:
Holistic in outlook. We will consider all of your circumstances, family needs, goals, values, and
aspirations when making recommendations.
Professional in conduct. We will protect your privacy. We will strive to maintain the highest ethical standards possible in our work and life. We will continually enhance our skills and credentials through continuing education, and we will refer you to other professionals when you need help in an area outside our expertise.
Educational in nature. We will guide you through your options and explain them clearly to help you make the best choices. We will always take the time to make sure you understand our advice.
Independent in compensation. We will never sell you a product or service other than holistic financial planning nor will we take a commission or a referral fee from another professional. You will receive objective, unbiased advice from us.
Committed to your success. Holistic financial planning is a process, not an event, and we commit to adjusting your plan as your life goals change.
To learn more about Michelle and BRIO Financial Planning visit our website at www.briofp.com or contact me today to schedule a no-cost no-obligation initial consultation.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
Middle Income Client Needs
Retirement Plan Investment Adv...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michelle J Morris's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
January 17, 2012 - Present
BRIO FINANCIAL PLANNING
Office #1: 1073 Hancock St. #101, Quincy, MA 02169RIA
CRD#: 159180
QUINCY, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(1/17/2012)
Current Firm
BRIO FINANCIAL PLANNING
BRIO FINANCIAL PLANNING | MORRIS, MICHELLE JEAN
CRD#: 159180 / SEC#:
Massachusetts
Registered Investment Advisory firm - (1/17/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1073 Hancock St. #101, Quincy, MA 02169
Mailing Address
Phone number
(617) 934-0419
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 105 |
| AUM (Assets Under Management) | $ 37,022,418 |
Red Flags
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Company Information
BRIO FINANCIAL PLANNING
CRD#: 159180Quincy, MA 02169TRUST BUT VERIFY
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Contact information
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