"Watching my clients enjoy the fruits of our labors is one of the best parts of every day!"
John V. Morey
Registered Principal, RJFS
Investment Management Consultant
John began his career as a financial advisor in 1987 with the Omaha firm of Kirkpatrick, Pettis, Smith, Polian. He moved to Raymond James in 1998, where he has been awarded recognition in their Executive and Leaders Councils.
John especially enjoys becoming an extended member of his clients’ families, sharing in their joys and concerns, hopes and dreams, and watching them enjoy the fruits of their financial successes. He believes his mission is to discover and analyze each client’s needs, wants and fears, and then utilize the appropriate tools and strategies to help them realize their goals.
In addition to having over 30 years’ experience in financial planning and investment management, John developed and taught courses for the Nebraska Public Employees Retirement System for more than 25 years.
John and his wife Karen travel extensively, having visited over 30 countries, several of them multiple times. A music and arts enthusiast, John has sung in church choirs and semi-professional organizations since high school.
As a Registered Principal, John holds 7, 24, 63 and 65 securities licenses, and has clients in 23 states and one foreign country. He has completed numerous industry courses in the fields of retirement and financial planning, qualified retirement plans and investment management, and regularly adds to his knowledge and skills.