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TMorris@kingsview.com | (954) 703-3400

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TMorris@kingsview.com | (954) 703-3400

A MESSAGE FROM KINGSVIEW

Meet Terry Morris — Your New Partner at Kingsview

A Partner with 30+ years of capital markets experience — and your direct point of contact for your accounts, your questions, and your continued financial plan.

Your accounts remain secure under Kingsview's management. Terry Morris has been assigned as your dedicated point of contact. He will be reaching out personally over the next few days, and is available now if you'd like to connect sooner.

Or email tmorris@kingsview.com

Terry Morris, Kingsview Partners

What This Means for You

A few things to know as you transition to working with Terry.

Terry Morris, Kingsview Partners

About Terry Morris

PARTNER | WEALTH MANAGER — FORT LAUDERDALE

Terry Morris is a Partner at Kingsview, operating his practice from the firm's Fort Lauderdale office and serving clients nationwide. He brings more than three decades of capital markets experience to his work — a career that began in 1994 and spans equities, commodities, futures, options, and institutional trading desks.

That depth of experience is the foundation of how Terry serves clients today. He has guided individual investors through multiple market cycles, and is known for steady communication, disciplined strategy, and clear thinking through both calm and challenging environments. His priority with every client is continuity: helping you stay focused on your long-term goals while making informed, unhurried decisions along the way.

Outside the office, Terry and his wife Shelby live in South Florida with their family. He's an avid BBQ cook and enjoys woodworking, both pursuits that reward the same patience and attention to detail he brings to his clients' financial lives.

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THE KINGSVIEW ADVANTAGE

Strength Behind Your Continued Plan

$8 Billion

Assets Under Management

50+ Offices

Located Nationally

10,000+

Families Served

100%

Fiduciary Commitment
TRUSTED GUIDANCE

Common Questions About This Transition

Straightforward answers to what most clients want to know first.

Questions? Reach Terry Directly.

Terry is your dedicated point of contact at Kingsview — available by phone, email, or in person at our Fort Lauderdale office.

PHONE

(954) 703-3400

EMAIL

tmorris@kingsview.com

OFFICE

1000 S. Pine Island Road, Suite 401
Plantation, FL 33324

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© 2026 Kingsview Partners. All rights reserved.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice. Investment advisory services are offered through Kingsview Wealth Management, LLC ("KWM"), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Insurance Services, LLC ("KIS"), by individually licensed and appointed insurance agents. KWM and KIS are subsidiaries of Kingsview Partners.