Roy Morris

Roy Morris

Financial Professional

Roy Morris is a financial planner that supports his clients’ ability to live their best life by maximizing their available financial resources. Roy is a RICP® (Retirement Income Certified Professional®) that has a business focus of creating and implementing tax-efficient retirement income strategies. Roy specializes in helping ASRS members maximize their pension as part of their holistic retirement income plan.

Roy’s planning process helps simplify and support his clients’ ability to make complex financial decisions with confidence. Roy holds a BSBA in Finance from The Eller College of Management at The University of Arizona. Roy is a loyal volunteer at The Eller College of Management, helping conduct interviews for students applying to the college and being a regular judge for the college’s various case competitions. In 2018, Roy received The Eller College of Management’s Associate of the Year award.

Roy lives in Marana, Arizona with his wife, Jenna, and their three daughters. His family enjoys camping, visiting Colorado in the summer and traveling to new places. Roy enjoys woodworking, making furniture and honing his woodworking craft.

 

The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

California Insurance License #: 0I21223


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phocus Financial Strategies Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (520) 512-5950
Fax (520) 745-8159