William S. Morris [ChFEBC℠]
689 Rivendell Blvd
Osprey, FL 34229
Original Certification Date: 11/12/2009
Organization: Sarasota Financial Group, Inc.
Broker Dealer: Calton & Associates, Inc.
States Currently Licensed: AL, AR, CA, CT, DC, DE, FL, GA, IN, KY, KS, LA, MD, MO, MS, NC, NJ, NY, OK, PA, SC, TN, TX, VA, WV
State License Number #: D023249
Primary Insurance Companies: As an independent representative, I partner with a wide range of highly rated companies that offer life insurance, long term care insurance, fixed annuities, fixed indexed annuities and variable annuities such as Allianz, American General, American National, AXA Equitable, Banner, Jackson National, Lincoln National, Mutual of OmahaOne America, Pacific Life, Principal, Prudential, Transamerica, Voya.
Primary Investment Companies: Registered Representative and Investment Advisor Representative of Calton & Associates, Inc. (Broker Dealer)
Services:We offer a wide range of sound financial products and services for both now and in retirement, in an east-to-understand, no-hard-sell manner. Because we have relationships with a variety of financial services companies, it provides us the resources to offer you solutions that can help you achieve your own financial independence. Services include Income Strategies, Pension Maximization, Survivor Benefits, Federal Employees’ Group Life Insurance (FEGLI) & Thrift Savings Plans (TSP) for both the Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS) employees.
Additional Information: Bill has over 40 years experience in the financial services industry and holds his Series 7, 63, and 65 financial licenses; Life, Health & Annuity insurance license and a Chartered Federal Employee Benefit Consultant (ChFEBC℠)