Christopher “CJ” Morris is a financial advisor in the HBKS® Wealth Advisors office in Sarasota, Florida. CJ began his professional career with the Ohio State Auditor’s office as a staff auditor. He relocated to Sarasota and began his career with HBK CPAs & Consultants (HBK) in November 2011. CJ’s CPA experience includes accounting, auditing and taxation matters with small business clients from a myriad of industries. While with HBK, he worked with many individual high net worth clients, as well.
CJ transitioned to HBKS® in July 2015. As a member of the financial services team, CJ works closely with team members, Dean Piccirillo, Kerri Goldsmith, Keith Veres and Charlotte Dearborn servicing client relationships and providing asset management and technical expertise to the team through his CPA experience. He also helps clients reach their financial goals through personalized financial planning, investing, and risk management services.
CJ graduated from Youngstown State University, earning his Bachelor of Science degree in Accounting and Business Administration. As an undergraduate student, he was captain of YSU’s baseball team and was a recipient of the Lester Donnell Scholarship. Mr. Morris has volunteered as a “Big Brother” to support the Big Brothers Big Sisters of the Sun Coast organization.
CJ is a member of American Institute of Certified Public Accountants (AICPA) and the Florida Institute of CPA’s (FICPA). He also holds the CERTIFIED FINANCIAL PLANNER™ designation.