Racey Morris is an experienced financial advisor who strives to offer the utmost level of honesty and integrity, and is truly passionate about creating strategies designed to fit his clients’ needs. His practice is focused on fully customized financial plans and making sure they get the highest level of service every day.

Racey also works with the Advanced Planning Group as a resource. The Advanced Planning Group is available to advisors to assist their qualified clients such as affluent individuals, families, professional athletes, and business owners. Racey can assist with everything from their estate to business and charitable planning objectives. He is able to provide his clients with comprehensive planning strategies and customized case analysis. These are designed to enable clients to pursue their goals, challenges, opportunities, and of course, dreams.

Racey went into the industry after he and his family experienced first-hand how frustrating the process was to properly set up a trust and manage the assets. He wanted to help other family’s prepare to retire well and be able to pass on their wealth to family members or charities of their choosing in the best way possible. It was important to him that no one go through the same issues his family went through.

Racey grew up in Hilliard, Ohio and attended The Ohio State University. He has always been involved in his local community and is a member of the Knights of Columbus.

Racey values a healthy balance between his work life, family and their charitable causes. He and his wife, Julie, enjoy helping others and are active in their local church, the Columbus Humane Society, Unbound, the ASPCA and Young Life.

In their spare time they also like to travel together, exercise and play golf with friends.

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*Advanced Planning Group is not affiliated with LPL Financial