With more than 23 years of experience in financial services, Morris Bell is committed to providing his clients with the highest level of professionalism and personal service. He concentrates on comprehensive retirement and financial planning, serving individuals and small businesses. One of Morris' specialties is helping people rollover their 401k accounts with prior employers to self-directed IRA accounts at Triune Capital. Once he fully understands his client's goals, he will recommend a suitable investment program and monitor it on an ongoing basis.
Before joining Triune Capital in 2004, Morris worked as a Financial Advisor at Wachovia Securities.
Morris earned a BA in Economics from North Carolina State University and an MBA in Finance from Tulane University. He also holds his Registered Investment Advisor and insurance licenses.
Morris is active in his local community, where he is a member of First Presbyterian Church. He lives in Concord with his wife and daughter.
At Triune Capital Advisors, we pledge to all of our clients that all of the financial decisions contemplated by our advisors will be made always with your best interest in mind.
The financial planning process needs to be deliberate, informative, and intensive. Success in the financial marketplace does not come from chance speculation. It comes from the diligent application of well-thought-out strategies that offer solutions to complex financial problems.
We welcome you to Triune Capital Advisors, LLC and look forward to a long and prosperous relationship!
