family of four sitting on the dock by a lake
Robby Morris Headshot

Robby Morris, CLU®, CLTC
Financial Services Professional

What do I do?

Simply, I help you protect your loved ones! I help you accumulate enough money to meet your financial goals! And, I help you plan for a secure retirement!

Why work with Robby Morris? 

I am committed to providing individuals, families and businesses with insurance and financial products and services that meet their needs. I have chosen my life's work based on a real and honest desire to guide people through the complex - and often frustrating - world of insurance and financial products and services. I build my client relationships on confidentiality and trust; and I will always do what is right and in the best interest of my client. I provide added value by helping to ensure that the plans and solutions are implemented.  

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it's never too late to start. 

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Click here for a Complimentary Financial Review. 

man using calculator




Robert Morris is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0B58685), CT, DE, FL, MD, NC, NJ, NY, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Robert Morris is licensed and authorized to offer insurance in California, but THE MORRIS GROUP may not be. For additional information on California licensure status, please click here.

Robert Morris is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 70 Old Byram Lake Rd, Armonk, NY, 10504, 914-273-6301. In this regard, this communication is strictly intended for individuals residing in the states of CT, FL, NC, and NY. No offers may be made or accepted from any resident outside the specific states referenced.

THE MORRIS GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither THE MORRIS GROUP nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​