Casey L. Morris
    FiduciaryCFP

    Casey L. Morris

    Financial Services Professional

    Capstone Financial
    Georgia15 years experience$50k minimum

    About Casey

    My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.

    Areas of focus

    Investment ManagementFinancial PlanningEducation PlanningRetirement PlanningTax PlanningInsurance Planning

    Credentials & background

    Designations

    CFP

    Clients served

    IndividualsFamiliesTech ProfessionalsMedical ProfessionalsYoung ProfessionalsHigh Net Worth Individuals

    The firm

    Capstone Financial
    Capstone Financial

    Our commitment to sustainability is fundamentally aligned with and ingrained in how we operate and deliver value to our customers, policyowners, employees, communities, and the planet we share. Our annual Sustainability Report details our progress and reflects our commitment to being transparent about our performance.

    3550 Lenox Road NE Suite 1100 Atlanta, GA 30326