David Morse - Element Wealth

David Morse, CFP®

Certified Financial Planner^®

David@MyElementWealth.com

601-957-6006

David S. Morse CFP® is a Certified Financial Planner® employed as a Registered Financial Advisor at Element Wealth, LLC. I have been a CFP® since 2008 and a member of the Financial Planning Association. I graduated from The University of the South, Sewanee, TN. where I received my Bachelor of Arts.

I have license as a series 7 and series 65 investment advisor as well as the CFP® designation. I believe my experience and knowledge is helpful in planning for my clients’ current and future needs as they attempt to navigate the ever more complex process of financial planning.

My community activities include serving on the boards of River Hills Club and MSO Symphony Foundation. I was also elected to St. Andrews Cathedral vestry and served as warden. One of my favorite activities now is participating in the Tuesday Breakfast club which provides breakfast to the unhoused and others in our community.

I am married to Diane; we have two daughters and four precious grandchildren. I enjoy golf, pickle ball, tennis and taking care of the landscape around the house. I also enjoy early morning spin classes…enjoy might not be the best description but it makes me feel better when it is over.

Element Wealth, LLC (EW) is an investment adviser registered with the Securities and Exchange Commission (SEC). EW only transacts business in states where it is registered, or where an exemption from registration is available. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. Past performance is not indicative of future results, and investors should realize that investing in securities involves risk of loss. Money invested in securities is not guaranteed against such loss by any governmental or non-governmental organization. EW is not a law or accounting firm, and does not give legal, accounting or tax advice. More information about Element Wealth’s investment advisory services can be found in its Form ADV Part 2 as well as in Form CRS (Client Relationship Summary) and Privacy Policy.