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William Morris, CDFA

UBS Financial Services
Financial Planning

Contact Information:

800 S. Gay Street, Suite A
Knoxville, TN 37929
United States
T: 865-329-1279
usb.com/team/morris

Years in Business:

 

28

Clients I'm Seeking:

 

Mature individuals in need of financial coaching. We focus on divorcing clients and others that are suddenly single and unfamiliar with managing/planning their finances.

About My Business:

 

As Certified Divorce Financial Analysts - CDFA, we work with clients and their attorneys to remove the uncertainty of finances in divorce. We work with clients before, during, and after divorce to add stability and an acceptable level of certainty that there will be enough money and assets for a comfortable future. As divorce survivors, we have walked in our client's shoes and know how to avoid the bumps in the road towards a new future. We also work with business owners and professionals with a minimum of $750,000 in investable assets and/or estate planning concerns.

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