Understanding Comes from experience

Widowhood and Divorce present special financial challenges.

You need special financial advice.

Significant life changes, whether they are expected or not, present unique short-term and long-term financial challenges. The emotional and financial concerns that accompany widowhood and/or divorce require thoughtful, practical, long-term solutions designed specifically for you.

Our practice is dedicated to working with individuals who are navigating through divorce or adjusting to the death of a spouse. We work with the client's attorneys, accountants, mediators and collaborative professionals to provide clarity and transparency on critical financial issues as they surface. We will help you take control of your financial life by guiding you through a unique process of identifying and understanding your individual values and goals, learning about your life and wealth perspective. We work with you to create custom financial solutions and strategies by isolating and analyzing your needs, wants, and desires through a written financial plan. Once your plan is implemented, we monitor the economy, stock market and your portfolio, recommending adjustments to rebalance and help protect your assets. Our goal is to provide you with the tools that empower you to make important financial decisions about your current state of affairs and into the future. Together, we help you make informed, confident, financial decisions.

Susan K. Morris, CDFA

Vice President - Wealth Management
Financial Advisor

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Susan has spent over two decades guiding clients, through recessions and numerous market corrections, towards their financial goals. Through honest and open dialogue, she develops a partnership with clients and their family's financial plans. Her experience in developing investment and banking alternatives for her business clients contributes to their success. In her out-of-office time, Susan volunteers with various local non-profit groups such as AGAPE, Executive Women International and the University of Tennessee.

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William M. "Bill" Morris, Sr., CDFA

Senior Wealth Strategy Associate
Certified Divorce Financial Analyst (CDFA®)

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The Certified Divorce Financial Analyst designation uniquely qualifies Bill to work with business owners facing divorce. How assets are divided can be as important as the amount of assets you receive. Bill has over 25 years experience providing financial strategies for clients. He has been a business owner and consultant and as served as an Ambassador with the Knoxville Area Chamber Partnership for nearly a decade. He was recognized as Ambassador of the Year his first year as a volunteer. He focuses on wealth and asset protection strategies for retirement planning and multi-generational wealth transfer. He works with business owners and professionals to design workable strategies to fit their unique needs and goals. He is also an author & instructor of BBQ courses at the University of TN.

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