How to navigate the 2025 Tax Cuts and Jobs Act sunset
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location

Denver, CO

Tyler Morris

Principal & Senior Wealth Advisor

Tyler is an experienced wealth advisor with over thirteen years of experience in the financial services industry. He specializes in working with high-net-worth and ultra-high-net-worth clients to build holistic plans and simplify the complexities of their financial lives. Tyler received his B.S. in Financial Counseling and Planning from Purdue University. Before joining Compound Planning, Tyler served on the Private Client team at Empower and Personal Capital. Prior to Personal Capital, he worked as a Portfolio Research Associate with Lighthouse Financial LLC, Stockbroker with Scottrade, and Financial Advisor with Waddell & Reed in Denver/B...

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(720) 702-3774

[email protected]

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Experience

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Empower

1 year

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Personal Capital

9 years

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Lighthouse Financial LLC

1 year

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Scottrade

1 year

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Waddell & Reed

2 years

Qualifications

Purdue University

Financial Counseling and Planning, BS

Series 66

FINRA

Specialities

Investment management

Public equities

Financial planning

Retirement planning

Tax planning

Equity compensation

Estate planning

Risk management

Asset allocation

Behavioral finance

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