Joe is a graduate of the College of Business and Management at Saginaw Valley State University and holds a Bachelor of Arts degree in Finance. Prior to graduating, Joe joined the internship program with Northwestern Mutual in 2003 and started his practice in Troy, Michigan.

Joe Morris is the Managing Director for Northwestern Mutual in the SE Valley and is also a Wealth Management Advisor. Joe and his team serve the affluent and emerging affluent families all over the country, but with a concentration here in Arizona.

Joe has had earned the following certifications:

  • Certified Financial Planner (CFP®) The American College
  • Chartered Life Underwriter (CLU®), The American College
  • Chartered Financial Consultant (ChFC®), The American College
  • Cerfitied in Long-Term Care (CLTC)

Associations and Memberships

Joe Morris is a member of the National Association of Insurance and Financial Advisors (NAIFA). Joe was very involved in the East Valley NAIFA chapter, serving on the board for several years. As well as serving as the NAIFA chapter President in 2014. The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

Career Achievements

National Quality Award 2008-2010 The NQA recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet clients' needs

Million Dollar Round Table (MDRT) 2012-2013

MDRT membership represents the top 1% of all financial advisors worldwide. MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. Its mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

Awards and Recognition


Million Dollar Round Table Qualifying Member 2012-2013

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry


National Quality Award 2008-2010

Award recognizing persistency and performance

Joe Morris

Joe Morris, CFP®, CLU®, ChFC®

Wealth Management Advisor


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