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Ph: (915) 540-2303
Anthony “Tony” Morris is a Financial Advisor with Worth Financial Group, where he focuses on tax efficient and tax-free retirement strategies. Tony also uses advanced market strategies to provide tax free wealth transfers and tax-free income using life insurance* such as the Patented Property Trust (PPT) and the Charitable Remainder Unitrust (CRUT) concepts.
Tony has 28 years of experience in retirement and insurance services. Tony has a professional career that has allowed him to work for:
Tony’s areas of expertise include:
Tony earned his degrees in Pre-Law/CSCJ & Political Science from Texas State University in 1993. Tony is a self-taught fluent Spanish speaking financial representative and when he’s not working you can find him spending his spare time involved in sports. He’s often heard saying “any day on a ball field is a great day”!
Outside of work, Tony enjoys spending time with family and friends and has spent the last 15 years teaching our youth about life through sports. Players on his teams do not pay to play, he feels the high costs of sports keep some kids out of a chance to play. His teams are fully funded by “Coach Tony”.
*Fixed and Traditional Life Insurance products may not be offered through Worth Financial Group, Inc. Always confirm with your financial professional regarding which firm through whom financial products are purchased.
Tony has 28 years of experience in retirement and insurance services. Tony has a professional career that has allowed him to work for:
- Governor Ann Richards Ombudsman Program
- Robert Moody’s wholly owned Life Insurance Company National Western Life
- Professional Athletes and Agents
- Introduction programs to the NFL & NCAA Football coaches association for Critical Illness Insurance.
Tony’s areas of expertise include:
- Defined Benefit Plans (Pension Plans)
- Defined Contribution Plans (401K, 403(b), IRA, Roth’s)
- Patented Property Trusts (Life Insurance with tax deductions)
- Charitable Remainder Unitrust (CRUT)
Tony earned his degrees in Pre-Law/CSCJ & Political Science from Texas State University in 1993. Tony is a self-taught fluent Spanish speaking financial representative and when he’s not working you can find him spending his spare time involved in sports. He’s often heard saying “any day on a ball field is a great day”!
Outside of work, Tony enjoys spending time with family and friends and has spent the last 15 years teaching our youth about life through sports. Players on his teams do not pay to play, he feels the high costs of sports keep some kids out of a chance to play. His teams are fully funded by “Coach Tony”.
*Fixed and Traditional Life Insurance products may not be offered through Worth Financial Group, Inc. Always confirm with your financial professional regarding which firm through whom financial products are purchased.
