Stephanie Morris
CFP, CFA · Morris Wealth Partners
About Stephanie Morris
Stephanie Morris serves high-net-worth families in the Carolinas with comprehensive wealth management and sophisticated investment strategies. Managing over $150 million in assets, she provides white-glove service including coordinated estate planning, tax optimization, and philanthropic advisory.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $750,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Wealth Management
Comprehensive wealth management for high-net-worth individuals including tax, estate, philanthropy, and multi-generational planning.
Investment Management
Grow your wealth with professional portfolio management, asset allocation, and evidence-based investment strategies.
Estate Planning
Protect your legacy with wills, trusts, beneficiary designations, and wealth transfer strategies for future generations.
Why Choose Stephanie?
19+ Years Experience
Proven track record serving clients since 2007
2 Professional Credentials
Holds CFP, CFA designations
88 Client Reviews
4.8/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Stephanie has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Stephanie is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Stephanie for over 6 years and they have consistently delivered excellent advice. Their expertise in Wealth Management has saved us thousands.
Location
Charlotte, North Carolina
Map integration available on request
Request a Consultation
Connect with Stephanie to discuss your financial goals. In-person or virtual meetings available.
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