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  • Contact Us

    Hoboken Office | 201-656-0115
    Medford Office |609-953-7555
    Pennsylvania Office | 610-326-4900
    Texas Office | 551-655-7595

  • Kerry Morris

    Senior Vice President

    Mr. Morris joined NW Financial in March of 2004 bringing over 23 years of experience in the municipal business arena to the firm. Mr. Morris serves as Senior Vice President of trading, utilizing his extensive expertise in trading, underwriting, sales and finance.

    Prior to joining NW Financial, Mr. Morris served as Senior Vice President of fixed income for Ryan Beck & Company. Mr. Morris was responsible for the management of trading, underwriting, institutional sales and assisting the public finance efforts. Prior to this, Mr. Morris served as Managing Director of municipals at Gibraltar Securities, which was acquired by Tucker Anthony, which was eventually acquired by RBC Dain Rauscher. During his tenure at RBC Dain Rauscher, Mr. Morris served as Senior Underwriter for the Northeast and Mid Atlantic regions maintaining active trading positions of more than $20 million. Mr. Morris was responsible for competitively bidding over $3.5 billion in over 100 issues in New Jersey annually.

    Education


    University Of Southern Florida

    Bachelor’s Degree

    FINRA Licenses

    7 (Full Registration/General Securities Representative)
    24 (General Securities Principal)
    52(Municipal Securities Representative)
    53 (Municipal Securities Principal)
    63 (Uniform Securities Agent)

    Contact Kerry at kmorris@nwfinancial.com

    Download Kerry’s V-card

    Corporate Headquarters

    2 Hudson Place, 3rd Floor
    Hoboken, NJ 07030
    P: 201-656-0115
    F: 201-656-4905

    Medford Office

    709 Stokes Road, Suite 201
    Medford, NJ 08055
    P: 609-953-7555

    Pennsylvania Office

    886 Vaughn Road
    Pottstown, PA 19465
    P: 610-326-4900
    F: 610-326-4902