Owner, Morrow Wealth Advisory Group
Branch Manager, Financial Advisor, RJFS
Specializing in pre-retirement, post-retirement, and second career planning, Dave Morrow works with his clients to understand their current situations, and long-term goals, and then jointly designs an investment plan to help them confidently achieve those goals. Dave endeavors to break down complex concepts for those he serves as well as always keeping a watchful and responsive eye on their finances.
For over 25 years, Dave has helped many people through the various phases of the retirement process. Starting with a goals-based investment philosophy, Dave strives to advise his clients utilizing a holistic, planning - based strategy. Throughout his career, Dave has seen many changes both in terms of market environments and investment options.
Dave began his career in 1991 with Rotan Mosle/PaineWebber. After spending a career with large, corporate run, financial services firms, Dave wanted to create a full-service, independent financial advisory practice. In April 2018, Dave started Morrow Wealth Advisory Group, partnering with Raymond James Financial services.
A graduate of the University of Minnesota, Twin Cities, Dave holds a bachelors degree in individualized studies with concentrations in economics, marketing and communications. Dave is active in the community. He is a past president of the Roman Catholic Diocese of Beaumont’s school board. He was also past president of the Beaumont West End Little League. Dave also coached his children’s baseball, soccer, and basketball teams.
Dave and his wife, Katherine, live in Beaumont. They have five children. When he is not in the office, Dave enjoys golfing and spending time with his family.