Jeff Morris 1
  • Download Bio

Notable

  • 10 Years of Financial Services Experience

  • Member and former Atlanta Chapter President of National Association of Black Accountants

  • Member of The Georgia Society of CPAs

  • Former Ambassador for Cobb County Chamber of Commerce

Contact

  • 678-797-3768

  • Email Jeff

Jeff Morris
Senior Financial Planner

Jeff Morris is a Senior Financial Planner for Henssler Financial, supporting Managing Associate D.J. Barker, CWS®. His responsibilities include reviewing client asset allocation, assisting with client cash flow projections, processing client information and client services support duties.

Prior to joining Henssler in June 2019, Mr. Morris was a Financial Adviser, helping CPAs and accounting professionals with clients’ insurance, investments, and financial planning needs. He also spent more than four years with Mutual of Omaha, providing insurance and financial products for individuals and businesses. Prior to entering the financial services industry in 2008, he had a successful career at The Ritz Carlton, Automatic Data Processing, and as an entrepreneur in the food and beverage industry.

Mr. Morris earned a Bachelor of Science in Hospitality Management from Johnson & Wales University. He is working to obtain his Certified Financial Planner™ certification and Chartered Financial Consultant® credential through the American College of Financial Services.

Jeff Morris 1

Jeff Morris
Senior Financial Planner

  • Download Bio

Jeff Morris is a Senior Financial Planner for Henssler Financial, supporting Managing Associate D.J. Barker, CWS®. His responsibilities include reviewing client asset allocation, assisting with client cash flow projections, processing client information and client services support duties.

Prior to joining Henssler in June 2019, Mr. Morris was a Financial Adviser, helping CPAs and accounting professionals with clients’ insurance, investments, and financial planning needs. He also spent more than four years with Mutual of Omaha, providing insurance and financial products for individuals and businesses. Prior to entering the financial services industry in 2008, he had a successful career at The Ritz Carlton, Automatic Data Processing, and as an entrepreneur in the food and beverage industry.

Mr. Morris earned a Bachelor of Science in Hospitality Management from Johnson & Wales University. He is working to obtain his Certified Financial Planner™ certification and Chartered Financial Consultant® credential through the American College of Financial Services.

Notable

  • 10 Years of Financial Services Experience

  • Member and former Atlanta Chapter President of National Association of Black Accountants

  • Member of The Georgia Society of CPAs

  • Former Ambassador for Cobb County Chamber of Commerce

Contact

  • 678-797-3768

  • Email Jeff

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