Alumnus of the Month

David M. Morris

David M. Morris

JD, CLU®

July 2014

Drawing on his more than thirty years of professional experience and his training as an attorney, Dave Morris is a trusted advisor to his many clients. Dave has a broad range of expertise in business management and continuity issues, financial elements of insurance and estate planning, and benefit expertise for professionals, executives and business owners.

As a founding principal of Franklin Morris and the firm’s long term Managing Partner, he has shaped the organization to help ensure technical excellence, high standards of discretion and integrity and a focus on client service.

Dave earned his Chartered Life Underwriter® (CLU®) from The American College and has been active in a variety of professional affiliations.  He is a Life and Qualifying Member of the Million Dollar Round Table (MDRT),  a Former Chair of the Ethics Committee for the Society of Financial Service Professionals, Baltimore, and received a National Association of Insurance and Financial Advisors (NAIFA) National Quality Award.

Dave served on the Board and as President of the Massachusetts Mutual Life Insurance Company's Agent's Association, a national agents’ association advisory board, from 2002 to 2009. He has served as President of the Board of Trustees of his church and was a member of the Board of Trustees of Roland Park Country School. Dave has also lectured on insurance and estate planning to industry groups, his law school and many Bar Association education programs.

For his commitment to education and the financial services industry, we are proud to recognize David Morris, JD, CLU®, as the July 2014 Alumnus of the Month.