Our Team

Paul R. Morris, CLU, ChFC, AEP, licensed and regulated.  Mr. Morris offers securities through an independent relationship he maintains with Level Four Financial, LLC, Member FINRA/SIPC.  He additionally offers advisory services through Level Four Advisory Services, LLC, an SEC registered investment advisor.  

Paul received his bachelor’s degree from the University of Louisiana Lafayette (ULL) in 1973. He holds Series 7, 24, 51, 63, and 65 licenses with Level Four Financial, LLC. 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 Level Four Financial, LLC) in 1991 as an independent insurance brokerage and consulting firm. He has completed more than 40 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, contributed actively to their Garden Ministry, and led locally as 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, a Lector, and an Extraordinary Lay Minister of Holy Communion at St. Peter's Catholic Church. He has also served on the Northshore Committee and Board of the Catholic Community Foundation in a variety of roles since 2011-2022.

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 50 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.

As an entrepreneur by nature and training, Claire brings both heart and strategy to her role in the office. She leverages her background in psychology to strengthen client relationships, enhance communication, and support a client-centered experience throughout the practice. Whether she’s overseeing strategic projects, managing operations, or helping develop team members professionally, Claire draws on her education to help the business thrive with empathy, insight, and purpose.

She looks forward to meeting you during your next appointment and ensuring your experience with the practice is both thoughtful and seamless.