William Morris

UBS Financial Services
Knoxville, Tennessee 37929
United States
Office Phone: 865-329-1279
Member since 2015
Membership Type: IACP

Profession(s)

Financial Professional, Mediator
Area(s) of Practice: Collaborative Divorce
License(s): CDFA

Professional Activities

Founding member of East Tennessee Collaborative Alliance, Inc. a 25 member non-profit professional organization of attorneys, financial advisors, and mental health professionals trained in collaborative divorce . Financial Advisor registered with the NASD for over 30 years. Senior Wealth Strategy Associate with international bank and securities brokerage firm.

Undergraduate Education

Memphis State University, 1972

Postgraduate Education

Vanderbilt University, 1979

Professional Education

The Institute for Divorce Financial Analysts, 2013

Comments

Book Publications - The Divorce Financial Planning Guide , Knox Vegas Publishing, 2016 - The Collaborative Divorce Advantage, Moguly Media, (2017 Amazon Best Seller)