Broker Check
Douglas R. Morris, CFP®

Doug is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been serving clients since 2001. Upon graduating from Oklahoma State with a double major in accounting and finance, he hit the ground running and joined his father’s CPA practice to begin offering Wealth Management services to the firm’s clients. In January 2013 the financial planning practice merged with Union Financial Advisors, LLC.


Doug enjoys working with clients to help them gain an understanding of different financial planning strategies. He takes great pride in communicating and explaining complex financial topics in a way that each unique client can understand. Doug believes that long-term planning success relies heavily on how much the client understands and is comfortable with the plan.


Outside of the office Doug enjoys spending time with his family and following his three children’s activities (mainly sports and dance) and can often be found coaching little league basketball. His family enjoys visiting the mountains for activities in the snow, and they enjoy spending time on the lake in the summer.