Shay Morris

Financial Planning Analyst, Registered Representative, RJFS

Shay Morris has been with TFCU Financial Advisors since 2020 and has prior work experience from Merrill Lynch. Shay uses her skills and experience to conduct research, analyze statistics, and interpret data using finance software to support TFCU Financial Advisors’ financial planning program.  She collaborates with Financial Advisors to help bring a holistic wealth planning process together for clients.  Shay also offers solutions tailored to the individual’s needs and objectives with ongoing advice and service.

 

Shay holds the following licenses:

 

Series 7 General Securities

 

Series 66 Investment Advisor

 

Oklahoma Life & Health Insurance

 

Shay is a student with the CERTIFIED FINANCIAL PLANNER™ program at the American College.

 

Shay and her husband live in Oklahoma City with their two dogs. As an active individual in the community, Shay is a member of the MAPS 4 Citizens Advisory Committee and an Ambassador with the Greater Oklahoma City Chamber of Commerce. 

 

Phone 405-737-0006