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Patrick Morris
Office Manager 203.204.6631 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 serves as the firm’s Office Manager. Patrick’s focus is on ensuring day-to-day operational tasks of the firm, such as account openings, money transfers, transfers of assets, billing, deposits, reporting, and accounting functions, are handled appropriately for our clients and the firm. 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 as Treasurer 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
The listing of any organizations should not be construed as an endorsement or a recommendation to retain Grey Ledge Advisors by these entities. Industry registrations, designations, recognitions, or awards should not be construed as an endorsement or a recommendation to retain Grey Ledge Advisors by the granting entity or any regulatory authority. |
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