LPL FINANCIAL ADVISOR
Andrew Morris is an LPL Financial Advisor at AQuest Wealth & Tax Strategies, where he specializes in helping individuals and families build customized financial plans that balance today’s needs with tomorrow’s goals. From retirement strategies to tax-efficient investing, Andrew simplifies complex financial decisions so clients can move forward with clarity and confidence.
Andrew holds FINRA Series 7 and 66 registrations with LPL Financial, along with the SIE, and earned dual degrees from Michigan State University: a Bachelor of Arts in Interdisciplinary Studies and a Bachelor of Science in Nursing. Before entering the financial industry, Andrew worked as a nurse in the fast-paced environment of the emergency department, where he developed a deep commitment to helping people during life’s most challenging moments. His passion for personal finance and investing led him to recognize a need for financial guidance among his peers—ultimately sparking his career transition into financial advising.
Outside of work, Andrew enjoys traveling with his wife, Jenna, and their young son, Luke, with another baby boy on the way in January 2026. A dedicated family man, he spends his free time soaking up the outdoors, golfing, and cheering on his alma mater as a proud Michigan State Spartan fan. Naples, Florida, has become a favorite vacation destination for his family.
Phone: 586-731-6020
Fax: 586-731-6160
Email: andrew.morris@aquestwealth.com
