Josh Morris
Lead Financial Planner at Range
Based in Mustang, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Mustang
Industry
Financial Services
Company size
164
Contact information
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j•••••••@range.com
Phone
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Background
About Josh Morris
Josh Morris is a Lead Financial Planner with Range, and he is passionate about developing relationships with clients, learning about their dreams, and helping them reach their goals. Josh graduated summa cum laude from Oklahoma Christian University with a Bachelor of Business Administration in Accounting and started his career at Ernst & Young LLP in 2009, where he focused his efforts on high-net-worth individuals and their closely-held businesses before transitioning to wealth management in 2012. Josh is a CERTIFIED FINANCIAL PLANNER® Professional, is licensed as a CPA in Texas and Oklahoma, and holds the Personal Financial Specialist (PFS) designation from the AICPA. Josh is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants, the Oklahoma Society of Certified Public Accountants, and the Oklahoma City Estate Planning Council, and in 2020 was recognized as a recipient of the AICPA Standing Ovation Award. Specialties: Tax, Personal Financial Services, Wealth Management, Financial Planning
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