Contact Us

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Our office is located at:

5422 Superior Drive, Suite D, Baton Rouge, LA 70816

  • Phone: 1 (225) 293-2110
  • Fax: 1 (225) 293-2193
  • Hours: 8:30am - 4:30pm (mon-fri)

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Chuck Morris is the branch manager of the Baton Rouge office of Raymond James Financial Services (RJFS). Chuck joined RJFS in July 1983 to work with his father Ray Morris. Ray was one of the original group of financial planners who joined RJFS in 1975.  RJFS is an investment firm made up of independent contractors and is a subsidiary of Raymond James Financial (RJF), a publicly traded company.

Their Baton Rouge practice has focused on medical doctors and other high net worth individuals in Central and South Louisiana.

We believe one of the keys to our success has been our support staff.

 

Forbes Best-In-State Wealth Advisors

* Recognition based on assets under management, asset growth, compliance record, years of experience, credentials and accessibility.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. Neither Forbes nor SHOOK receive a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

 

FT 400 Top Financial Advisor

* Recognition based on assets under management, asset growth, compliance record, years of experience, credentials and accessibility.

 

2015 FT 400 Disclosure

The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times (March 2015).  The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research.  The listing reflects each advisors growth, compliance records, experience, credentials and accessibility as identified by the FT.  Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.   

 

Member of Raymond James Financial Services Chairman’s Council 1994 – 2017 **

(23 years and counting!)

Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative or any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating. 

 
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Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 6,800 financial advisers serving in excess of 2.8 million client accounts in more than 2,800 locations throughout the United States, Canada and overseas. Total client assets are approximately $535 billion. Public since 1983, the firm has been listed on the New York Stock Exchange since 1986 under the symbol RJF.

*as of 6/30/2016

© · Chuck Morris | All Rights Reserved | Created by Micah Morris