Hello, and thank you for visiting my website! My name is Patrick Morris, ChFC, CLU. As a Financial Professional with Equitable Advisors, I personally advise companies and individuals to plan for and prepare for retirement. It is my goal to meet with clients regularly to review their financial position and assist them in achieving the lifestyles they desire.

Personal and Professional Background

After graduating from Rutgers University with a degree in Economics, I settled in Somerset County and joined Equitable as a Financial Consultant. To stay at the top of my field and to develop my professional skills over my 40+ year career, I've regularly attended industry training and certification programs, helping me to hold the following licenses and designations:

Professional Registrations:

• FINRA Series 6, 7, 26, 63, 65
• Registered to offer securities through Equitable Advisors and annuity and insurance products through Equitable Network, LLC and its subsidiaries
• Member FINRA and SIPC

Professional Designations:

• Qualified Plan Specialist
• Executive Benefits Specialist
• Retirement Planning Specialist
• Chartered Financial Consultant
• Advanced Estate Planner
• Chartered Life Underwriter (CLU)
• Chartered Financial Consultant (ChFC)
• Retirement Benefits Group
• Awarded the title of Retirement Planning Specialist by Equitable Advisors, based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business

Business Approach

My education, experience, and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, first I'll consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you address your goals. Then, if it is suitable, as a registered representative of Equitable Advisors, and an insurance agent of Equitable Network, LLC, I can recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me. I am chairman of the Greg Schiano Charity Golf Classic held at Fiddlers Elbow Country Club in New Jersey every year. My other community activities and professional affiliations include:

• Fundraiser for Project Pride of Newark, New Jersey
• Member of Rutgers Loyal Son (Year 2000)
• Rutgers University Foundation – Member of the Rutgers Scarlet Society
• Embrace Kids Foundation – Founding Board Member
• Former Executive Board Member of the Rutgers Touchdown Club
• Former Board of Advisors – Rutgers Business School
• Former Board Member – State Theatre of New Jersey

Thank you again for visiting my site, and please feel free to contact me at (732) 326-5242 or Patrick.Morris@equitable.com.

Securities and investment advisory services offered through Equitable Advisors (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Beacon Wealth Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network 

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

ChFC and CLU are professional designations of The American College, Bryn Mawr, PA.

Qualified Plan Specialist title is awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.