We believe it is not only important that we get to know you as a person and an investor, but that you get to know us. So we keep you abreast of news about our team and firm, plus events we host that you and your family, of course, are always invited to attend.
Recognition for Munn & Morris Financial Advisors and Raymond James
- Munn named to the RJ Executive Council nine consecutive years (2008-2016)
Irv Munn has been recognized for providing outstanding client service and exemplary professional growth within Raymond James Financial Services. Executive Council honors are presented to financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity.
Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.
- CPA Wealth Provider Magazine Recognizes Munn & Morris as one of America's Top Financial Planning Firms
CPA Wealth Provider Magazine, a national publication, has recognized Munn & Morris Financial Advisors as one of America's Top Financial Planning Firms and designated the firm as a "Rising Star."
- Raymond James Financial Named One of America’s Most Trustworthy Companies
Audit Integrity, Inc. has provided Forbes.com with a list of 100 American companies that have consistently released transparent accounting statements and follow conservative accounting procedures, according to Audit Integrity standards. Raymond James Financial has made this list at number 11 and is the only large financial services firm on the list.
Seminars are provided throughout the year to help educate and update our clients and friends on important topics.
- Watching Out for Financial Scams
- Will, Trusts & Powers of Attorney
- Understanding Medicare
- Financial Planning for Retirement
- Economic Update
- Long-Term Care Planning
- Caring for Elderly Parents
- College Funding
Please call us to get more information or to reserve a spot.