About Us

Morris R. Wilder, CPA/PFS

Trusted Advisors®
Phone: (252) 937-2253
Mobile: (252) 314-6747
Fax: (252) 937-6649

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.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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 a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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