Broker Check
Douglas R. Morris, CFP®

Doug Morris is a CERTIFIED FINANCIAL PLANNER™ practitioner with Union Financial Advisors, LLC. Doug graduated with a double major in accounting and finance from Oklahoma State University in 2001. Upon graduation he partnered with his father and began providing comprehensive financial planning for the clients of his father's tax practice, Morris Accounting Services, in Perry, OK. In January 2013 his financial planning practice merged with Union Financial Advisors, LLC. Doug provides comprehensive financial services in all ten key areas of wealth care planning, with an emphasis on tax planning, retirement planning, and investment management. Doug currently serves clients from both the Perry and Norman offices.