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David Morris

David Morris

Co-Owner & Financial Advisor

David is the majority owner and was first employed by Stockdale Financial Group in 2013. He provides outstanding service as a skilled financial advisor who deeply cares about each person individually. David obtained his Bachelor’s Degree in Business Administration and Financial Planning from Liberty University. As part of his education David received training from multiple CPA and CFP professionals to equip him in areas of retirement planning, investing, account supervision, estate planning, insurance, taxes, and ethics training. He has been registered with SagePoint Financial since 2014. He has his Series 7, 63, 66, Life Accident & Health Insurance and is licensed in 34 states.

While originally from Asheboro, North Carolina he and his wife Elizabeth (a Scranton native) moved to Pennsylvania in 2013. They have three children, Sadie, Norah, and Rosalie. He is also active on two non-profit board of directors. 

David worked closely with Shawn Stockdale, the former owner and founder of SFG, for four years being mentored to take over the business. He learned much from Shawn’s thirty years of experience. David’s first role in the office was behind the scenes assisting with investment and product research, composing mutual fund and ETF models, and giving sound financial advice to clients.  This experience has given him a thorough understanding of a variety of aspects in the financial business.