Broker Check

Our Team

We mean it when we say that when you’re here, you’re family. We’re proud of the lasting relationships that we’ve built with our clients, and we invite you to get to know our talented Team of professionals who are ready to serve you.

Paul R. Morris

Paul R. Morris, CLU, ChFC, AEP, licensed and regulated, is a registered representative and offers Securities and advisory services with Harbor Financial Services, LLC Member FINRA/SIPC. He also conducts independent insurance brokerage through his affiliation with Harbor Financial Services, LLC and major national brokerage networks. In addition, he is an Investment Advisor Representative for Harbor Financial Services, LLC

Paul received his bachelor’s degree from the University of Louisiana Lafayette (ULL) in 1973. He holds Series 7, 63, 24, and 51 licenses with RJFS. He also holds insurance licenses for life, health, property, casualty, and variable annuities in Louisiana and as a non-resident in several other states where his clients reside. 

He was named as a member of the Outstanding Young Men of America (1980) whose recipients of the award are individuals who have distinguished themselves in one or more fields of endeavor. Criteria for selection include voluntary service to community, professional leadership, academic achievement, business advancement, cultural accomplishments and civic and political participation. Paul has qualified for the professional designations of Chartered Life Underwriter (CLU), in 1983; and Chartered Financial Consultant (ChFC), in 1986. In addition, Paul has held the prestigious “Accredited Estate Planner” (AEP) since 1994. Specializing in charitable gift and estate planning for professionals and business owners, he subscribes to the philosophy of the “team” approach by collaborating with clients and their professional advisers. He is registered in Who’s Who in Finance and Industry and Who’s Who in America which is limited to those individuals who have demonstrated outstanding achievement in their own fields of endeavor and who have, thereby, contributed significantly to the betterment of contemporary society. 

Paul established Trinity Financial Corporation (not affiliated with Harbor Financial Services, LLC) in 1991 as an independent insurance brokerage and consulting firm. He has completed 26 years of advanced study in charitable estate planning, private wealth management, and interpersonal relationships through annual conferences and workshops. He has successfully completed hundreds of hours of professional continuing education and continuously strives to exceed his annual requirements for the licenses he holds. 

Working through a five-step process with his clients, Paul develops high-trust relationships to help them achieve their maximum potential, whatever they endeavor. The process is initiated through The Meeting of The Minds Advantage© to enable a thorough understanding of his client’s values and aspirations. Following a complete analysis of their personal objectives and current financial position, The Big Picture Snapshot© is prepared to detail the clients’ current position in relation to where they want to be. The Genesis Game Plan© maps out strategies designed to achieve their goals. Implementation of the appropriate tools and techniques is conducted by utilizing The Strategic Roadmap Action Matrix©. Finally, The Performance Navigator© is designed to get and to keep his clients on track to accumulate, conserve, and ultimately transfer their personal and social capital, all within the framework of a personally designed program illuminating their philosophy of financial stewardship and enabling his clients to create their vision of their own future. 

Paul conducts educational seminars in financial and retirement planning, “Zero-Tax Charitable Estate Planning”, and “Life Planning for Persons with Disabilities”. He has also conducted professional continuing education seminars for allied professionals in the legal, accounting, real estate, and financial services industries. As a consultant to the not-for-profit independent sector, Paul has held training sessions in the areas of charitable planned giving for board members and development officers as well as their donor constituency. 

Paul believes in “Economic Citizenship” and tries to give back to his community. He has served as a member of St. Peter’s Catholic Church Parish Council, and as local chairman for the Archdiocese of New Orleans’ $20 Million Bicentennial Endowment Campaign. He served on the board of New Heights Therapy Center from its founding in 1998 through 2012, a hippo-therapy riding center serving the disabled. He has worked closely with the local affiliate of Habitat for Humanity in various capacities. He also serves as a Committed Adorer, in the Garden Ministry, is a Lector and an Extraordinary Lay Minister of Holy Communion at St. Peter's Catholic Church. 

The South Florida Alumni Chapter of Delta Tau Delta Fraternity was founded by Paul in 1973. He has served as president of the Greater Mandeville Jaycees, National Association of Insurance and Financial Advisers (NAIFA), and the Northshore Estate Planning Council. He is a founding/charter member of the National Association of Philanthropic Planners (NAPP) and the Greater New Orleans Council of the National Committee on Planned Giving (GNO-NCPG). 

With his career spanning more than 43 years in the insurance and financial services industry, Paul brings a wealth of knowledge, wisdom, and experience to bear in providing integrated strategies for financial independence for his clients, whereby they may own their own future. 

Paul is a lifelong resident of Covington, Louisiana where he makes his home with his wife Cathy. Together they have 3 beautiful grown daughters, Courtney, Maria, and Claire.

 

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Cathy Morris

Client Relationship Manager

Cathy has been Paul’s right hand both here in the office for over 8 years and as his lovely wife for more than 30 years. A Registered Nurse by trade for over 22 years, Cathy left her nursing career to raise their three beautiful daughters: Courtney, Maria, and Claire.

Once their girls were grown, she wanted to put the extra time on her hands to good use and began working with Paul to assist him with the daily wealth management activities for his clients.

When you call our office it’s most likely her pleasant, warm voice that you’ll hear greeting you over the phone. Although she hasn’t practiced as a nurse in years, she still has a genuine, heartwarming ‘bedside manner’ that will leave you feeling very well-cared for.

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Courtney Morris Elmer

Branch Associate

Courtney, Paul’s oldest daughter, graduated in 2011 from Loyola University New Orleans with her Bachelor of Arts in English Literature.

As a Business Coach for entrepreneurs by trade, Courtney enjoys putting her talents to use working part-time in the office helping to oversee strategic projects, growth, and development.

She’s the one behind the scenes creating, developing, and implementing various procedures in order to help office operations run as smoothly and efficiently as possible.

She looks forward to meeting you during your next appointment here in the office!

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