Stephen’s focus is in the design and implementation of strategies used to help build, preserve and protect wealth for families and privately-owned businesses. As a Business Intelligence Institute® Specialist, he specializes in Buy Sell and Business Succession Planning.
With over 25 years of experience, Stephen’s clients benefit from the sound research and prudent judgement garnered through multiple tax regimes and one of the most tumultuous market cycles in our history. By educating and serving as
a personal CFO to his clients they feel empowered to make wise decisions regarding the accumulation, preservation
and distribution of wealth.
Most of his clients have a team of very competent advisors, such as attorneys and accountants, who help provide a certain level of estate, business and investment planning. Stephen’s role is to examine your situation on a cross-disciplinary basis, not just from a legal or accounting perspective, but in a way that brings all aspects of your planning together.
As a Partner with PFG Advisors and his affiliation with Lincoln Financial Advisors, Stephen can provide independent, comprehensive advice to his clients without bias.
Stephen graduated from Lehigh University in 1996 achieving a B.S. in Business and Economics. Stephen, his wife Casey and their four children live in Bryn Mawr, PA. Stephen serves on the President's Advisory Counsel at Cristo Rey Philadelphia High School where he and his wife are Scholarship Partners as well.
Stephen has achieved the following designations, certifications and recognitions:
- Chartered Financial Consultant (ChFC®) from The American College
- Chartered Retirement Planning Counselor (CRPC®) from The College for Financial Planning.
- Certified Business Exit Consultant (CBEC®)
- FINRA Series 7 and 63 registrations
- Licensed for Life, Accident & Health and Property & Casualty insurance
- Recognized by his firm as a Premier Partner1
- Member of the prestigious Resource Group (TRG)2, comprised of the top advisors in the country.
1 The Premier Partners® Program represents a superior level of achievement earned by financial professionals and field managers for their commitment to client service, professionalism and business production.
2 The Resource Group (TRG) is an invitation-only nationwide network of the top planners within Lincoln Financial Advisors.
Stephen Morris is a registered representative of Lincoln Financial Advisors.
Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. PFG Advisors is a marketing name for registered representatives of Lincoln Financial Advisors.