About Us

About Raymond James Financial, Inc.

Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers (Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd.) and Raymond James Investment Services Limited, a majority-owned independent contractor subsidiary in the United Kingdom, have a total of more than 5,000 financial advisors serving approximately 1.8 million accounts in 2,200 locations throughout the United States, Canada and overseas. In addition, total client assets are currently $183 billion, of which approximately $28 billion are managed by the firm’s asset management subsidiaries.

Mission Statement

Our business is people and their financial well-being. Therefore, in the pursuit of our goals, we will conduct ourselves in accordance with the following precepts:

• Our clients always come first.
• We must provide the highest level of service with integrity
• Assisting our clients in the attainment of their financial objectives is our most worthy enterprise.
• We must communicate with our clients clearly and frequently.
• Our investments and services must be of superior quality.
• Teamwork- cooperating with and providing assistance and support to our fellow associates- is fundamental to sustaining a quality work environment that nurtures opportunities for unparalleled service, personal growth and job satisfaction.
• Continuing education is necessary to maintain the timeliness of investment knowledge, tax law information and financial planning techniques.
• Innovation is requisite to our survival in a changing world.
• To emulate other members of our industry requires us to continue to work hard; to excel beyond our peers requires us to provide an even higher caliber of service to our clients.
• We must give something back to the communities in which we live and work.

Morris Nutt Financial, LLC Vision Statement

We help investors answer the most pressing question they ask themselves on a daily basis: Do I have enough?

 

Meet Our Staff

Morris Nutt

Financial Advisor

Morris Nutt has been serving individual investors, executives and small business owners in an advisory role since 1997 and started Morris Nutt Financial, an independent firm in 2003. He enjoys helping investors and businesses create custom financial plans, retirement plans and strategies designed to preserve and add to their wealth. He considers his greatest talent to be teaching people of all ages and economic backgrounds the power of sound financial management.

He received a Bachelor of Science in Marketing and Finance from Arkansas State University and an Executive Certificate in Financial Planning from Christian Brothers University. Morris also completed the Prudential Financial Retirement Strategy Program at The Wharton School of Business. He is licensed as a Securities Principal and has achieved The Executive Council Award at Raymond James from 2004-2007 which is a recognition based upon production.

Morris counts his relationships with family and friends as his biggest success. He spends spare time away from work with his wife Kelly and two children, Kevin and Kathleen. Morris and his family are active at Hope Presbyterian and enjoy traveling, boating and sports.

Jeff Phillips

Financial Advisor

As a financial advisor, Jeff Phillips has been helping his clients with their financial planning since 1993. He works directly with business owners to design, implement and service all types of retirement plans for their companies. He also advises his business owners on succession and deferred compensation plans, as well as life, disability and long-term care insurance include the year(s) of membership and indicate recognition is based upon production.

He earned a Bachelor of Arts in Finance from the University of Tennessee, Knoxville, and earned an Executive Certificate in Financial Planning from Christian Brothers University. Jeff also completed the Prudential Financial Retirement Strategy Program at The Wharton School of Business. He is licensed as Securities Principal.

Jeff loves to travel with his wife Erin and their son James. Jeff also enjoys golfing, all types of fishing, woodworking and attending church at First Baptist.

Evelyn Jackson

Client Services Manager

Evelyn has been the branch Client Services Manager since 1998. She enjoys getting to know all of our clients and strives to provide the best service possible. Her duties include handling statement inquiries and managing all investment-related correspondence.

Time away from the office is shared with her husband of 40 plus years, Bobby. They enjoy music and spending as much time as possible with their three grandsons.

Cindy Williams

Marketing Director and Office Manager

Cindy Williams began her career in financial services in 1996 and joined Morris Nutt Financial as Marketing Director in 2004. She handles all facets of planning our seminars and workshops and schedules regular account reviews for our clients.

She earned a Bachelor of Arts in Education from Bob Jones University and holds licenses for all lines of insurance.

Cindy enjoys reading, biking, traveling for recreation with her husband Brian and spending as much time as possible with family and friends.