Dean E. Morris, CIMA®
Independent Investment & Advisory Services Consultant
Dean Morris has over20 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 six U.S. patents. 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.