Broker Check
Tom  Morris

Tom Morris

Co-Owner, CPA & Financial Advisor

After many years in government and business finance, Tom decided to enter the financial services industry.  He has been a CPA for 28 years in North Carolina and recently became licensed in Pennsylvania.  In 2021, he joined Stockdale Financial Group and SagePoint Financial Inc.  Tom has Series 66 and 7.  He is licensed in Pennsylvania and NC.

Tom is a graduate of High Point University in High Point, NC.  Tom began his career in private practice before moving to a local government agency and obtaining the credential of Certified Finance Officer.  He later became an internal auditor before moving to corporate finance.  He worked as a corporate controller from 1999 until 2021.  He received his North Carolina CPA license in 1994. He has over 20 years of experience with a privately held company and a private equity group.  Over that time, Tom has been involved in many business acquisitions, mergers, and sales. 

David helped Tom plan a successful financial plan so Tom could “retire” from his career in corporate finance.  Now Tom is excited to enter a new field in the Financial Services Industry as an advisor who can help others achieve their personal financial goals.

Tom is a native of Asheboro, North Carolina. Currently, he and his wife Cindy spend much of their time in the Clarks Summit, Pennsylvania area to be with their youngest son David, wife Elizabeth and three grandchildren. Tom and Cindy also enjoy their time in NC with their oldest son Daniel, wife Betsy and two additional grandchildren.