Isaac Morris is a registered LPL Financial Advisor with TruStage Wealth Management Solutions. Isaac works at Summit Financial Advisors located at Summit Credit Union where he helps individuals and families pursue their financial goals by providing financial advice based on 10-plus years of experience in the industry. He is deeply committed to his clients’ financial well-being and strives to listen intently to their needs and concerns to provide them with just the right help for their unique circumstance.
He graduated from Edinboro University in 2010. He earned a bachelor’s degree in financial services and marketing along with a minor in economics. He joined the financial planning industry in 2011 and has been part of the Summit Financial Advisors program for the last four years.
