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    Vincent Morris

    President at OneDigital Retirement + Wealth where we unleash business growth and empower people potential.

    Professional Background

    Vincent Morris, affectionately known as Vince, is a highly esteemed professional in the financial services sector, currently serving as the President of OneDigital's Retirement + Wealth division. Under his dynamic leadership, OneDigital has successfully cultivated a comprehensive approach to workforce strategy, seamlessly integrating health, wealth, and retirement planning. By leveraging his extensive experience and deep understanding of employee benefits, Vince guides employers of all sizes in developing financial benefits strategies that meet the evolving needs of the workforce today. His strategic consultants collaborate directly with organizations to deliver tailored solutions, including retirement plan consulting, financial wellness programs, wealth management solutions, and effective nonqualified deferred compensation strategies, ensuring that employees from entry-level positions to executive levels are prepared for a secure financial future.

    Since entering the industry in 1993, Vince has been passionate about guiding individuals through their journey to and through retirement. He began his career by founding a retirement and wealth practice in Kansas, where he quickly recognized the potential to expand his impact nationally. Through his vision and determination, he built a nationally recognized Registered Investment Advisor (RIA) firm that showcases the collective expertise of leading financial professionals across the country. This initiative not only broadened Vince's reach but also strengthened the services available to clients seeking reliable guidance in investment and retirement planning.

    In addition to his leadership at OneDigital, Vince is a notable figure in the defined contribution (DC) marketplace, having held several significant leadership roles. He has actively contributed to various organizations dedicated to enhancing the retirement advisory space, including the National Association of Plan Advisors (NAPA) Committees, the Retirement Advisor Council, and The Retirement University for Advisors. His commitment to professional development and advocacy within the industry has established his standing as a trusted resource and influential leader.

    Education and Achievements

    Vince holds a Bachelor of Science degree in Economics from the University of Kansas, where he developed a robust foundation in financial principles and market dynamics. His educational accomplishments complement his professional designations, which include the PlanSponsor Retirement Professional (PRP) and the Accredited Investment Fiduciary (AIF) certifications. These credentials underscore his proficiency in retirement planning and investment management, allowing him to provide well-rounded advice and comprehensive solutions to clients and partners alike.

    Vincent's journey in the financial sector is marked by a succession of influential positions prior to his current role at OneDigital. He served as the President of Resources Investment Advisors - A OneDigital Company, where he honed his skills in investment consulting and portfolio management. His tenure as a broker with National Retirement Partners further expanded his expertise, providing him with invaluable insights into the intricacies of retirement planning and investment strategies. Additionally, he served as President of Financial Services at Bukaty Companies, a role that enhanced his understanding of the financial landscape and the unique challenges faced by businesses in retirement planning.

    Achievements

    Vince's significant contributions to the field have not gone unnoticed. He is widely recognized for his expertise and leadership in the retirement and wealth sectors. His continuous dedication to improving financial literacy and retirement processes has garnered respect and admiration from peers and clients. The strategies he has developed and the programs he has implemented have made a lasting impact, setting industry standards and helping countless individuals and families secure their financial futures.

    Through Vince's initiatives, OneDigital has become a go-to partner for organizations seeking comprehensive retirement and wealth management solutions. His ability to navigate complex financial discussions and deliver tailored strategies demonstrates his commitment to ensuring both employers and employees are equipped for successful retirement outcomes. Throughout his career, Vince has remained focused on the underlying principle of helping as many individuals as possible achieve their financial goals. As a seasoned leader in the financial advisory space, his work continues to inspire others in the industry, promoting a culture of excellence, collaboration, and client-centered service.

    Related Questions

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    Location

    Leawood, Kansas, United States