Shay Morris, CFP®
Financial Advisor, RJFS
Shay Morris has been with TFCU Financial Advisors since 2020 and has prior work experience from Merrill Lynch. Shay has a Bachelor of Arts degree in English and Journalism from Texas A&M.
Shay holds the following licenses:
- Series 7 General Securities
- Series 66 Investment Advisor
- Oklahoma Life & Health Insurance
Shay is a CERTIFIED FINANCIAL PLANNER™ professional. 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.
“Wealth management looks different for everybody, but the end goal is always financial confidence. I help my clients find the most efficient and effective way to fund their lifelong goals based on their individual circumstances. I aim to be a force of objectivity and calm, and to take on the burden of managing the financial details so that my clients can concentrate on what really matters: fulfilling their dreams.”