Industry veteran Aubrey Morrow, host of “The Financial Advisors” radio show and president of Financial Designs, Ltd. has joined Concorde.
As a Certified Financial Planner (CFP) and Investment Advisor Representative, Morrow brings a strong background in conceptual financial planning. Morrow’s efforts in utilizing Financial Designs’ tax reduction strategies, risk management, investment selection, advanced estate, and retirement planning demonstrate his efficient execution in the practice of financial planning.
Aubrey’s extensive expertise and long history as a leading financial professional further enhances Concorde’s reputation in the industry. As the firm continues to attract industry-leading professionals, we look forward to the impact that Aubrey will have on the collaborative and entrepreneurial culture of the organization.
In his role at Concorde, Morrow will help clients plan for their short-term and long-term financial goals.
“I’m absolutely thrilled to join the team at Concorde. Their wide array of services and technology is unmatched in comparison to other broker-dealers. I am honored to join a team that brings a high caliber of expertise and value for their clients,” said Morrow.