Nathaniel Morris is a Financial Advisor with Essex Financial Services. Originally from the Philadelphia area, Nate received his B.A. in political science and economics from Saint Joseph’s University and his J.D. from Temple University School of Law.
Nathaniel maintains his series 7, 63, and 65 securities licenses, and specializes in comprehensive financial planning, focusing on retirement and other wealth accumulation goals. Prior to joining Essex Financial Services, Nate held the same role with ING in Philadelphia. Past experiences include Bryn Mawr Trust Company and Deutsche Bank Asset Management.
Nate lives in Glastonbury with his wife Allison, a teacher, and their daughter.
Nate is supported by Client Relationship Manager Cherish Genova.