Dean E. Morris, CIMA®
Independent Marketing and Investment Advisory Consultant
Dorsey & Company Inc.
Dorsey & Company Inc.
504.592.3264 – Direct
800.375.5431 – Toll-Free
504.592.3252 – Fax
800.375.5431 – Toll-Free
504.592.3252 – Fax
511 Gravier Street
3rd Floor
New Orleans, LA 70130
3rd Floor
New Orleans, LA 70130
Dean Morris has 20 years of senior level experience in the investment banking and investment advisory business. At Dorsey, Dean is responsible for the marketing and development of products and services for the Investment Advisory Division. Additionally, he provides financial and analytical support for the Investment Advisory Division and for corporate and public finance activities. Dean has a BS in Finance from the University of New Orleans and an MBA from Loyola University, New Orleans. He is also the inventor of record on multiple patents issued. Dean has completed the following SEC/FINRA/NASAA examination to attain the following registration:
- Series 65 – Uniform Investment Adviser Law Examination
Dean holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management.
A New Orleans native, Dean resides in Kalispell, Montana with his wife Sharon and three children. He enjoys outdoor activities including skiing, fishing, hiking and boating.