Exit

Jeff Kort

Munn & Morris Financial Advisors

TEAM Chapter: North Dallas

Title: Certified Financial Planner(R)

Industry: Advertising, Promotional Products & Wearables

http://www.munnmorris.com

Business Description

Customized, comprehensive financial planning and wealth management.

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

BUSINESS ADDRESS


6309 Warm Mist Lane
DALLAS, TX 75248

PHONE OPTIONS


(972) 692-0909
(972) 692-0910

SOCIAL NETWORKS



CONTACT MEMBER


Your Name (required)

Your Email (required)

Subject

Your Message

Close
Go top