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Jeff Kort

Munn & Morris Financial Advisors

TEAM Chapter: North Dallas

Title: Financial Advisor

Industry: Financial Planner

http://www.munnmorris.com

Business Description

Customized, comprehensive financial planning and wealth management for small businesses, individuals and families at every stage of life.

Year Business Was Founded

1998

Previous Business Experience

I started my career as a CPA with Coopers & Lybrand (now called PriceWaterhouseCoopers) , and was recruited to Sprint, where I spent 25 years in Finance, Marketing and Sales Management. During this tenure, gained great corporate experience, and skills in all three areas of the business. Additionally, I gained significant HR skills as a manager (both in hiring and retaining employees, as well as managing humanely and effectively during nearly annual layoffs). Separately, I was honored as a top 5% employee (Presidents Club) during both my Marketing and Sales tenures. I retired from Sprint to return to my accounting roots as a financial advisor and am proud to serve both former customers and employees as well as those I meet and connect with.

What Sets Your Business Apart?

I listen first, work in a team environment where we collaborate and share our clients, and provide a proprietary strategy which helps protect clients in down markets, while also exploiting growth during strong markets.

What are Some Keywords that Represent Your Business?

Munn & Morris Financial Advisors

Who is Your Ideal Client?

I work with individuals, families and their businesses who are interested in ensuring they will be able to prioritize and reach their financial and lifestyle goals. This works with individuals as well as couples preparing for marriage and/or expanding/contracting their family. My services also serve clients with aging family members to ensure they are cared for as well. Similarly, my services work for business owners who are looking to optimize their tax burdens, business growth, and even employee retention.

Professional Affiliations

Certified Financial Planner (R) Professional

BUSINESS ADDRESS


6309 Warm Mist Lane
DALLAS, TX 75248

PHONE OPTIONS


(972) 692-0909
(972) 333-0809
(972) 692-0910

SOCIAL NETWORKS



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