Broker Check
R. Heath Morris, CFP®

 

Randall “Heath” Morris is a graduate of Samford University, where he received a Bachelors of Arts degree in Public Administration, with a concentration in both Political Science and Business Management. He began working in the financial services industry in 1994. Heath spent the early part of his career with First National Bank of Shelby County and later joined SouthTrust Bank. In November 2004, he became Vice President and Relationship Manager with Wachovia Wealth Management Services. During this time he studied to become a Certified Financial Planning professional having been tested and awarded the privileges of this designation in 2007. Heath joined Vision Financial Group, Inc. as a Financial Advisor in February 2010. 

Heath is active in the greater Birmingham business community, and has served as a board member of Young Business Leaders of Birmingham and as an ambassador for the North Shelby County Chamber of Commerce. Heath is also privileged to serve as an elder at Oak Mountain Presbyterian Church, and is on the board of directors for Westminster School at Oak Mountain. 

Heath is originally from Columbiana, Alabama and he his wife now live in North Shelby County where they are involved with school and church activities for their two children. Heath enjoys outdoor recreation with his family, coaching youth sports, hunting, fishing and playing golf.

Please be advised that Randall Heath Morris is a CERTIFIED FINANCIAL PLANNER professional. He holds both Series 07 and 66 licenses and is registered to do securities transactions in the states of AL, GA, LA, NC, NH, NY, OK, SC, and TX. 

Investment advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor.  Securities offered through ProEquities Inc., a registered broker-dealer and member of FINRA and SIPC.  Vision Financial Group, Inc. and West Alabama Bank are independent of ProEquities, Inc. Securities and insurance products offered are not bank deposits, have no bank guarantee, are not FDIC insured, and may lose value.