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Patrick Morris
Client Experience Officer 203.468.7228 office 475.414.6439 cell patrick@greyledge.com Patrick has an extensive background in accounting and brings with him, over 15 years of experience. Patrick joined Grey Ledge Advisors in 2019 and is now serving as the firm’s Client Experience Officer (CXO) in the Retirement Services Group. As a CXO, Patrick’s focus is on the overall operations of the firm’s Retirement Services Group. These functions include account allocations, rebalancing of the RAMP models, money transfers, transfers of assets between models and deposits. He also ensures our commitment to the highest standards of client experience are upheld and interacts with our custodians, recordkeepers and TPAs. He also oversees the new client onboarding process for new plans and participants, ensuring a seamless process throughout. He arrives at Grey Ledge Advisors with a background in operational accounting and corporate finance. He has over 15 years of experience in multiple industries, most notably for a Fortune 200 oil company serving as a Senior Accountant. After growing up in the Orlando, Florida area, Patrick moved to Connecticut in 2005, to be closer to his wife’s family. He currently resides in Ivoryton, with his wife Jodi, and their 2 boys. He is an active member of the community, currently serving on the board of a local non-profit, The Community Music School. In the past, he has also served as a Financial Coach for a Women & Family Life Center and United Way joint budget coaching program. Patrick enjoys golf, snowboarding, and spending time at the beach with his wife and two boys. |
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NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE
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