Tyler Morris, CPWA®, CIMA®
Happy you found our team.
I am Tyler, Founding Partner and wealth advisor here at Stratos Private Wealth. I have been working alongside Jeff and the founding team since 2012, where I have spent the last decade building client relationships, analyzing our investment management process, and positioning our firm for growth. As I write this and reflect on where my career started, I laugh at this freshly graduated kid from San Diego State University with a degree in hand, who knew exactly what he wanted. That ambition let me hit the ground running and I went on to earn both my designations at an early age. When I started in the industry customer relationship technology was not where it is today, if you wanted to build relationships you simply had to call. As you can imagine making 200-300 introductory calls a day you really hone in your soft skills, I'm grateful to that early career grind because it created the foundation for my communication. Need an active listener? I'm all 'ears'. A part of why I love this field so much is that genuine connection. Beyond finance, I'm currently soaking in fatherhood as my wife and I raise our daughter. In another life, I would be a professional golfer, I still hold a few course records around San Diego, and try to play when I can (fun fact: I shot 62 during an international competition at 16 years old!).
Accolades and Certifications
Tyler's degrees, designations, awards and certifications