Profil
Mr. Vincent L.
Morris is a President at OneDigital Investment Advisors LLC.
He provides key insights and guidance as OneDigital supports holistic workforce strategy conversations surrounding the convergence of health, wealth, and retirement.
He has over 25 years of experience.
He has served in several leadership roles including the National Association of Plan Advisor (NAPA) Committees, Retirement Advisor Council and The Retirement University for Advisors.
He has earned the PlanSponsor Retirement Professional (PRP) and Accredited Investment Fiduciary (AIF) designation and holds a degree in economics from the University of Kansas.
Postes actifs de Vince Morris
| Sociétés | Poste | Début |
|---|---|---|
OneDigital Investment Advisors LLC
 OneDigital Investment Advisors LLC Investment ManagersFinance OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities. | President | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
OneDigital Investment Advisors LLC
OneDigital Investment Advisors LLC Investment ManagersFinance OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities. | Finance |
