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Aaron J. Morris, CFP®

Aaron J. Morris, CFP®

Vice President,
Financial Advisor

  • Urbandale, IA
  • Road Back to You | Tommy Boy
  • Grandpa Charlie, Chris Farley, and Arnold Palmer
  • Do not be conformed to this world, but be transformed by the renewing of your mind. Then you will be able to discern what is the good, pleasing, and perfect will of God. (Romans 12:2)
  • Honesty, perseverance, and a sense of humor

Financial Advisors

Aaron is a wealth advisor based out of Des Moines, IA.

Aaron joined CAPTRUST in 2011 as a vice president, financial advisor and is responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors, private foundations, and corporate executives. Aaron is motivated by his clients’ confidence in his advisory skills to set them on the right path towards accomplishing their financial goals.

Prior to joining the firm, Aaron served as a financial advisor at VisionPoint Advisory Group and as a sales associate for State Farm Insurance. He has worked in the industry since 2006. When he is not in the office or with a client, Aaron enjoys spending time with his family and playing golf.

Education

  • Bachelor of science degree in finance from Upper Iowa University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Awards & Recognition

  • Barron’s Top 50 Investment Consultants | 2019 (Team Des Moines)

Industry Involvement

  • FPA (Financial Planning Association) of Iowa

Memberships

  • Board Member, Fellowship of Christian Athletes, Central Iowa

News & Resources

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