Verified recordFinancial Services

Michael Morris

Workplace Planning Consultant at Fidelity Investments

Based in St Augustine, United States

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Seniority

Staff

Department

General Business & Management

Location

St Augustine

Industry

Financial Services

Company size

84K

Contact information

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Email

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m•••••••@fidelity.com

Phone

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Background

About Michael Morris

Ever since I can remember, I have been passionate about all watersports - in particular, wakeboarding and surfing. While in college at UCF, I could not find (or afford!) the surfboard I wanted, so I decided to build my own. How did I start this project when I had no experience? I researched material prices, watched tutorials on shaping and fiberglassing, rolled up my sleeves, and built my first board – all to my exact specifications. Shortly afterward, word got out that I was building surfboards, and that first surfboard led to referrals from friends and selling boards on various social media sites. It was so rewarding to take my hobby and start a side gig, Blue Dawn Surfboards. Why tell this story? I built a reputation as a self-starter with razor-sharp attention to detail, who is flexible, collaborative with my clients, and always meets deadlines. I bring these talents and focus to all sized endeavors, whether during my college team projects, my part-time job at FedEx, or my experience at Blue Dawn. At Fidelity Investments, I lean on my client collaboration skills and experience to educate 401K participants on their benefit options. Through planning conversations, participants can ensure that their money is working for them to meet their retirement goals. Reach out to me if you want to discuss how I can bring my enthusiasm to your company.

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