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Morris R. Wilder, CPA/PFS
A native of Nash County, Morris has had a career that has spanned over 30 years in corporate finance and operational management with several large, national and international companies. Since 2009, he has operated as an independent business consultant, working with a number of businesses, both profit and non-profit, in the areas of operational efficiencies, accounting systems and taxation. After obtaining the appropriate insurance licensing and securities registrations, Morris joined the firm on August 1, 2014, as an associate of Trusted Advisors®, a program of Equitable Advisors and Equitable Network.
Morris is married to Alana Williamson Wilder. They have two married daughters and four grandchildren.
Education:
- Graduate Northern Nash High School
- Graduate Nash Community College – AAS Degree in Accounting
- Graduate Barton College – BS Degree in Accounting
- Graduate University of Phoenix – Masters in Business Administration
Licenses:
- CPA – licensed in NC*
- FINRA Series 6, 63, 65, and 7 securities registrations
- NC Life, ADD, Medicare Supplement/Long Term Care
Professional Education:
- Personal Financial Specialist Certification by AICPA
- Executive Leadership Development Program – Rice University’s Jesse H. Jones Graduate School of Management
Professional Associations:
- American Association of CPAs
- North Carolina Association of CPAs
Achievements & Awards:
- Nash Community College 2009 Outstanding Alumni Award
Leadership:
- Board of Directors of Nash County Historical Association – Treasurer
Trusted Advisors® is a program of Equitable Advisors and Equitable Network, LLC.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Taylor Financial Strategies is not owned or operated by Equitable Advisors, LLC or its affiliates.