Randy Morris’ early career helped prepare him as a financial planning pioneer.
After graduating from the University of Colorado in 1982 with a degree in business and organizational management, he worked in Denver, Colorado, for two years as Vice-President of Executive Economic Services, Inc.
In 1985, Randy founded Executive Financial Planning, Inc. (EFP), one of Mississippi's first financial planning firms. EFP became one of the nation's largest financial planning firms during his tenure as founder and CEO.
In 2002, he created Summit Wealth Group (SWG) out of a desire to provide additional wealth management services for clients. Randy serves as the firm's CEO. SWG currently works with clients in 46 states with client assets of more than $700 million, as of July 11, 2018.
Peers in the financial industry have recognized Randy’s skills and accomplishments by electing him as a past President of the Mississippi Chapter of the Financial Planning Association (FPA). Randy is a Chartered Financial Consultant (ChFC-1985), and a CERTIFIED FINANCIAL PLANNER™ Practitioner (1987). He is also a Registered Representative, an Investment Adviser Representative, and a Registered Securities Principal with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). Additionally, he has assisted the CFP® Board of Examiners as an exam reviewer.
Randy has served on numerous boards, including Barge Timberlands International, Camp Lake Forest Ranch and Southeast Regional Committee for Young Life and Military Community Youth Ministries (MCYM). Randy lives with his wife, Nancy, in Scottsdale, Arizona. They attend Heritage Church. They have six children: Joy, Jesse, Hannah, Scott, Randy, and Ryan, as well as 4 grandchildren.
Randy’s accolades include being recognized by Forbes Magazine in 2018, making the list of best in-state wealth advisors for the state of Arizona*. Randy has also been recognized as a Chairman’s Level advisor through Commonwealth every year since 2007. This is a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network.
*The 2018 ranking of the Forbes' Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 21,000 advisors were considered, and 2,213 (10.5 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here