Blake Morris

Blake shares his experience in assisting clients achieve their goals, plan for tomorrow, and develop strategies that allow their money to last a lifetime.

Since joining the financial industry in 2002, Blake has enjoyed helping his clients achieve their financial goals and watching their plans come to fruition. He believes it’s his role to take the stress out of financial planning and has made it his mission to show people the small daily steps they can take to achieve confidence about their future.

Blake has obtained the CERTIFIED FINANCIAL PROFESSIONAL™ designation, has passed the Series 65 securities exam and holds his life insurance license. He earned his bachelor’s degree in finance from the University of Georgia and his master’s degree in business from Brenau University. He is also a graduate of the Executive Program for Financial Planning at UGA.

Blake and his wife, Lindy, are parents to two children, Caleb and Ava Grace. Outside of work, Blake loves nothing more than hanging out with his family. He also enjoys playing the guitar, working out, snowboarding and hiking. On weekends, he can be found cheering on the Georgia Bulldogs and participating in the church he’s attended for 40 years.

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