Joe Morson - Stewardship Advisory Group

Joe Morsoncasper2024-10-09T12:59:09+00:00

Stewardship – Bio Pics-05

Joe Morson, CFP® Enrolled Agent

Financial Advisor and Case Planning Specialist

(407) 470-1405
[email protected]

Joe is the Founder and President of Life Values Financial in Crofton, MD, and a Registered Representative with United Planners Financial Services. Since starting his firm in 2000, Joe has built his practice on faith-based principles, serving his clients’ financial needs from a Christian/Catholic perspective. Joe is a Certified Financial Planner (CFP®) and holds the FINRA Series 7, 63, and 65 licenses (securities through United Planners and advisory services through Stewardship Advisory Group), as well as Life and Health Insurance licenses. As an Enrolled Agent (EA), Joe is also licensed to represent taxpayers before the IRS.

When he is not wearing his financial planning hat, Joe enjoys spending time with his wife of 6 years, Sarah, and his two-year-old daughter. He is an accomplished pianist, having recorded two CDs of original piano solos, and is an accompanist at two different churches on the weekends. Joe also enjoys playing several sports, including basketball and baseball.

Schedule an Appointment

*Life Values Financial is independent of United Planners. *Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC. United Planners and its representatives do not provide tax services.

Stewardship – Bio Pics-05

Joe Morson, CFP® Enrolled Agent

Financial Advisor and Case Planning Specialist

(407) 470-1405
[email protected]

Joe is the Founder and President of Life Values Financial in Crofton, MD, and a Registered Representative with United Planners Financial Services. Since starting his firm in 2000, Joe has built his practice on faith-based principles, serving his clients’ financial needs from a Christian/Catholic perspective. Joe is a Certified Financial Planner (CFP®) and holds the FINRA Series 7, 63, and 65 licenses (securities through United Planners and advisory services through Stewardship Advisory Group), as well as Life and Health Insurance licenses. As an Enrolled Agent (EA), Joe is also licensed to represent taxpayers before the IRS.

When he is not wearing his financial planning hat, Joe enjoys spending time with his wife of 6 years, Sarah, and his two-year-old daughter. He is an accomplished pianist, having recorded two CDs of original piano solos, and is an accompanist at two different churches on the weekends. Joe also enjoys playing several sports, including basketball and baseball.

Schedule an Appointment

*Life Values Financial is independent of United Planners. *Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC. United Planners and its representatives do not provide tax services.

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*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC.

Jeff Rogers is an Investment Advisory Representative offering Financial Planning, Investment Advisory, and Insurance Services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. Securities offered through UNITED PLANNERS FINANCIAL SERVICES Member: FINRA, SIPC. Stewardship Advisory Group, LLC and Stewardship Legacy Coaching, LLC and United Planners Financial Services are not affiliated companies.

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View the qualifications and business practices of Stewardship Advisory Group, LLC here. (ADV) Stewardship Advisory Group, LLC is registered with the United States Securities and Exchange Commission as a Registered Investment Adviser. View our customer or client relationship summary here. (CRS)

Contact

Office: (407) 470-1405
Fax: (407) 470-1411
17011 SR 50 Suite 203
Clermont, FL 34711

[email protected]