Jeffrey Morris is a 33 year veteran of advising families in all matters financial. He built his practice from the ground up with an intense focus on a very collaborative relationship with his clients and goals based advice. Jeff strongly believes that involving his clients in all aspects of their plan leads to a higher level of comfort and more meaningful outcomes. Jeff’s years of experience working with many families is a huge resource for our clients and our firm. Our clients are able to benefit from his decades of actual hands on involvement in helping many families (many across multiple generations) achieve their goals.
Jeff serves Chief of Economic Research for Navigator Wealth Management. Jeff has been a student of the global economy and markets for decades. His approach is to develop and maintain a “Big Picture” view of the global economy by following the leading economic minds. This top down approach is key to our investment process as the capital markets tend to follow the global economic landscape. Jeff lives in Perrysville, Ohio.