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2014-11-14T00:00:00.000Z

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Background Information

Employment History

President of the Kappa Xi Chapter

Alpha

Affiliations

Board Member
Hillsboro Chamber's School

LPL Financial Advisor
Rock Creek Wealth Management

Financial Advisor
Pacific Capital Resource Group Inc

Financial Advisor
Edward Jones Limited

Education

Bachelor of Science degree

Business Administration and minors

Central Washington University

Web References (15 Total References)


Bob Morrison* Pacific Capital ...

www.pcrg.com [cached]

Bob Morrison* Pacific Capital Resource Group, Inc -

Pacific Capital Resource Group, Inc
...
Bob Morrison
Financial Advisor
Phone: 503-352-0618 ext 208 Fax: 503-352-0619
E-mail:bmorrison@pcrg.com
Part of the financial services industry since 2007, Bob Morrison is a comprehensive financial advisor with Pacific Capital Resource group in Lake Oswego. The advisors of Pacific Capital take pride in their ability to work with corporate, individual, and family clients alike in seeking to provide quality advice, effective implementation, and lifelong service.
Bob is committed to providing the highest level of integrity, service, and professionalism in order to build lasting relationships and help clients meet their long-term financial goals.
Bob provides clients with planning for various aspects of life. He meets with clients personally to discuss and review their goals and objectives. He then works with his team of advisors and specialists to analyze and interpret those objectives, and provides each client with a tailored strategy that uniquely serves his or her specific goals. Through regular contact with the client, Bob monitors each plan, reviews their situation, and ensures that each client's strategy remains consistent with their current goals, objectives and circumstances. Securities and Investment advisory services offered exclusively through Hornor, Townsend & Kent, Inc.
Bob graduated from Central Washington University with a Bachelor of Science degree in Business Administration, and minors in Economics and Psychology. While at school, he served as president of the Kappa Xi chapter of the Alpha Kappa Psi business fraternity, and is a member of the Phi Theta Kappa honor society.
A resident of Hillsboro, Bob serves on the board of directors of the Hillsboro Chamber of Commerce, and is a founding member of the Sunset West Connections BNI chapter.


Bob ...

www.pcrg.com [cached]

Bob Morrison Pacific Capital Resource Group, Inc -

Pacific Capital Resource Group, Inc
...
Bob Morrison
Financial Advisor
Phone: 503-352-0618 ext 208 Fax: 503-352-0619
E-mail:bmorrison@pcrg.com
Part of the financial services industry since 2007, Bob Morrison is a comprehensive financial advisor with Pacific Capital Resource group in Lake Oswego. The advisors of Pacific Capital take pride in their ability to work with corporate, individual, and family clients alike in seeking to provide quality advice, effective implementation, and lifelong service.
Bob is committed to providing the highest level of integrity, service, and professionalism in order to build lasting relationships and help clients meet their long-term financial goals.
Bob provides clients with planning for various aspects of life. He meets with clients personally to discuss and review their goals and objectives. He then works with his team of advisors and specialists to analyze and interpret those objectives, and provides each client with a tailored strategy that uniquely serves his or her specific goals. Through regular contact with the client, Bob monitors each plan, reviews their situation, and ensures that each client's strategy remains consistent with their current goals, objectives and circumstances. Securities and Investment advisory services offered exclusively through Hornor, Townsend & Kent, Inc.
Bob graduated from Central Washington University with a Bachelor of Science degree in Business Administration, and minors in Economics and Psychology. While at school, he served as president of the Kappa Xi chapter of the Alpha Kappa Psi business fraternity, and is a member of the Phi Theta Kappa honor society.
A resident of Hillsboro, Bob serves on the board of directors of the Hillsboro Chamber of Commerce, and is a founding member of the Sunset West Connections BNI chapter.


Financial advisor Bob ...

www.bdiweb.org [cached]

Financial advisor Bob Morrison will be sharing with small business owners how they can plan for their financial futures.


Financial advisor Bob ...

www.bdiweb.org [cached]

Financial advisor Bob Morrison will be sharing with small business owners how they can plan for their financial futures.\n\nEnjoy breakfast and networking while you learn more about:\n\n \tWhat types of employee retirement plans are available to small businesses\, and which one is right for you?\n \tHow to prevent key employees from going to work for a competitor or starting a business in competition against yours?\n \tHow to plan for the eventual sale of your business and leave the business on your own terms?\n \tWhat kinds of tools are available for you to accomplish these goals as efficiently as possible?\n\n\n\nPRESENTER: Bob Morrison\, Rock Creek Wealth Management\nBob Morrison is a financial advisor and owner of Rock Creek Wealth Management located in Beaverton\, Oregon. He has been helping individuals and small business owners with their retirement planning\, investment\, and insurance needs since 2008. Prior to starting RCWM he spent time at both the nation’s second oldest life insurance company\, and one of the nation’s largest investment firms.\n\nMED Week individual tickets include Workshops & Reception.\n\nTo attend\, Register and Purchase your » Individual MED Week Ticket URL:http://www.bdiweb.org/event/growing-wealth-business-employees/ LOCATION:921 SW 6th Avenue\, Portland\, OR\, 97204\, United States CATEGORIES:BDI Breakthrough Breakfast Series,MED Week 2016 ORGANIZERCN="BDI":MAILTO:info@bdiweb.org END:VEVENT END:VCALENDAR


Financial advisor Bob ...

www.bdiweb.org [cached]

Financial advisor Bob Morrison will be sharing with small business owners how they can plan for their financial futures.

...
Bob Morrison
...
Bob Morrison, Rock Creek Wealth Management
Bob Morrison is a financial advisor and owner of Rock Creek Wealth Management located in Beaverton, Oregon. He has been helping individuals and small business owners with their retirement planning, investment, and insurance needs since 2008. Prior to starting RCWM he spent time at both the nation's second oldest life insurance company, and one of the nation's largest investment firms.

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