Robert “Bobby” Morris, CFP®, CPA
Robert (Bobby) Morris, CFP®, CPA, is a Senior Advisor at New England Investment & Retirement Group, Inc. Bobby helps clients achieve their financial goals by creating, implementing, and monitoring holistic financial plans that address their financial needs. He came to the firm as a Financial Advisor from Ameriprise Financial in April 2021.
Bobby has over 20 years of experience in financial services. Prior to joining NEIRG, in addition to his time at Ameriprise, Bobby was a tax accountant and a project manager at various financial firms.
Bobby earned his bachelor’s degree in accounting from Florida State University and his Master of Business Administration (MBA) from the Ross School at the University of Michigan. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant.
Away from the office, Bobby enjoys traveling and volunteering. In 2010, Bobby traveled around the world, landing in 13 countries on 6 continents in 56 days. He serves on the leadership committee for the “Pie in the Sky” fundraiser for Community Servings, an organization that provides medically tailored meals to critically ill individuals and their families.