Tyler G. Morris,
CDFA®, CFP®
Financial Advisor
Tyler Morris, a native of Florence, SC, is a financial advisor dedicated to helping business owners, retirees, and divorcees achieve their financial goals. At eighteen years old, he started his career in banking. While working his way through college, in 2017, he graduated Magna Cum Laude from Francis Marion University with a Bachelor of Business Administration in Finance.
In April 2018, Tyler earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, showcasing his knowledge in comprehensive financial planning. He further enhanced his credentials by obtaining the Certified Divorce Financial Analyst® (CDFA®) certification in July 2024, allowing him to assist clients with the financial complexities of divorce.
Tyler started his professional journey at Wells Fargo, gaining experience in banking before moving to Wells Fargo Advisors in June 2017. In January 2020, he and his team transitioned to Raymond James, forming Crescent Advisory Partners. This move enabled Tyler to continue providing personalized financial advice and exceptional client service. From January 2020 to November 2023, he led the team’s investment research and portfolio management, developing creative investment strategies. In November 2023, Tyler opened his doors to accepting clients.
Outside of his professional life, Tyler is actively involved in his community. He serves on the board of Tenacious Grace Ministries in Florence, supporting their mission to help women in need with messages of truth, strength, and hope in Jesus.
Tyler values his family life with his wife, Alicia, their two-year-old son, Harrison, and their six-month-old daughter, Hanna. They are active members of Abundant Life Church in Florence. He enjoys spending time with his family and engaging in outdoor activities like hunting, fishing, golfing, and watching Clemson Football.
Tyler’s blend of professional experience, community involvement, and personal interests, make him a trusted advisor. His dedication to his clients’ financial well-being, along with his active community and family engagement, highlights his commitment to making a positive impact both professionally and personally.
Q & A: Personally Speaking
Q. What is your favorite kind of trip? Why?
A. Taking a family trip with the camper to the lake or mountains. I enjoy somewhere peaceful and relaxing versus somewhere that is busy and crowded.
Q. How do you spend your time outside of the office?
A. Spending time with family, cookouts with friends, hunting and fishing.
Q.If you weren’t doing what you do today, what other job would you have?
A. As a kid, I wanted to be a police officer. Today, I think something in real estate would be neat. Home remodeling/flipping is a goal of mine.
Q. What’s the one thing that might surprise others about you?
A. I had no plans of working in finance. I was laid off from a grocery store and needed a job. A friend helped me get a job as a teller and that was when my interest in finance/investments began.
Q. If you could spend a week anywhere in the world, where would it be?
A. I would love to spend a week in the Midwest on a whitetail deer hunt with my dad – in Wisconsin, Indiana, Oklahoma, Texas, it doesn’t matter to me!
Q. What’s the one thing you couldn’t live without?
A. Family and friends. They keep me grounded and remind me who I am – and what is most important in life.
Q. How do you define success?
A. Success to me means being happy with all things in life
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
