Tyler Morris, CFP®

Financial Advisor at Crescent Advisory Partners of Raymond James
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Location
Greater Florence

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Nov 2023 - Present

      Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond… Show more Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

    • Financial Planning Consultant
      • Jan 2020 - Present

      Florence, South Carolina Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond… Show more Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Oct 2018 - Jan 2020

      Florence, South Carolina Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC Member SIPC

    • Registered Client Associate
      • Jun 2017 - Oct 2018

      Florence, South Carolina

    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Personal Banker II
      • Aug 2016 - Jun 2017

      Florence, South Carolina

    • Registered Personal Banker
      • Jul 2016 - Aug 2016

    • Personal Banker
      • Apr 2014 - Jul 2016

    • Teller
      • Feb 2013 - Apr 2014

    • Retail Groceries
    • 300 - 400 Employee
    • Assistant Manager
      • May 2011 - Feb 2013

Education

  • Francis Marion University
    Bachelor of Business Administration (B.B.A.), Finance
    2013 - 2017
  • South Florence High School
    High School Diploma, General Studies
    2009 - 2012
  • Kaplan University
    Certificate, Financial Planning
    2017 - 2018

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