Strategic Retirement Partners (SRP) recently announced the promotion of Zach Morris, CFP®, NQPC®, from Financial Advisor to Wealth Management & Financial Wellness Manager for the SRP Northeast team.

Morris has been an important member of SRP Northeast for more than seven years and brings over a decade of experience as a financial advisor. As a CERTIFIED FINANCIAL PLANNER™ professional, Morris is known for his planning-centered approach, strong communication skills, and a deep commitment to client service.

In his expanded role, he will lead the Employee Education and Wealth Management teams, further enhancing the support provided to retirement plan clients, their employees, and individuals seeking personal financial guidance. He will continue to help employees understand their retirement benefits, make informed savings and investment decisions, and feel more confident about their financial futures.

“Zach's promotion reflects his outstanding contributions, including the continued growth of our Employee Education and Wealth Management area and his commitment to delivering exceptional advice to individuals and families,” said Jamie Worrell, Managing Director of the Northeast Office and one of the co-founders of SRP.  

Since its inception, SRP has offered comprehensive financial planning, investment management, retirement income planning, and other wealth management services. As an independent advisory firm, the team at SRP serve as fiduciaries, not affiliated with any investment company, insurance carrier, or proprietary product platform.

A resident of Rumford, Rhode Island, Morris is a graduate of Bryant University where he received a bachelor’s degree in international business and was a Division One tennis player.

Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

WELLth Advisory Services, LLC employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WELLth Advisory Services, LLC; or (2) solely investment adviser representatives of WELLth Advisory Services, LLC. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.