Morris Shank takes the time to discover his clients' financial planning, investment planning and retirement planning needs.
The St. Louis-based LPL financial planner provides individualized wealth management services that help people navigate the many financial and investment decisions they face when preparing for and living in retirement. He has been nominated as a *FIVE STAR Wealth Manager by St. Louis Magazine since 2012, and has over 25 years' experience in the industry.
Morris offers a comprehensive, collaborative approach to developing strategies that work towards specific financial goals. He's fully dedicated to educating and guiding clients through each phase of their financial lives. In fact, Morris' attention to detail is something that his clients have come to appreciate and expect.
Areas of Expertise
- Comprehensive Financial Planning
- *FIVE STAR PROFESSIONAL Wealth Manager, 2012-2015
- Bachelor of Science in Accounting, University of Missouri
*The FIVE STAR Wealth Manager is an award based on 10 objective criteria associated with providing quality service to clients such as credentials, experience, and assets under management along with other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2015 Five Star Wealth Managers.
Outside The Office
Outside the office, Morris makes times for an active family life with his wife of 30 years and their two grown sons. He is a long-time boater, University of Missouri graduate, and devoted college basketball fan. Morris is also committed to sharing his time and resources with boots-on-the-ground ministries and charities.
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