"Life is a journey. Relax and enjoy the trip knowing that an effective financial roadmap has been created for you so you can arrive at your destination feeling great."
- Irv Munn.
Trust is the foundation of any successful relationship. Since 1999, Munn & Morris Financial Advisors has been developing relationships with clients based on that single principle. Leveraging our relationship with Raymond James Financial Services, Inc., we offer clients a wealth of financial and investment advice that can help prepare them for the journey of life.
For more than two decades, founders Ed Morris and Irv Munn have been building an outstanding record of accomplishment in the field of financial planning and wealth management by helping their clients take control of their financial destinies.
In order to develop a successful financial roadmap, we must first get to know you. Munn & Morris begins each relationship by looking at a client's entire financial picture. We review where you are today, where you would like to be in the future and develop a comprehensive plan to help you get there. We utilize a team approach so that our clients may benefit from working with CERTIFIED FINANCIAL PLANNERS™ and investment advisors.
Our Financial Advisors are independent representatives of Raymond James Financial Services, not employees. This independence enables us to have a full range of investment and insurance products available for our clients. Our foremost principle is that we will always do what is best for our clients.
We invite you to learn more about our team members so you can get a feeling of what we're about. Afterward, contact us so we can get to know you!
Irv Munn is a CERTIFIED FINANCIAL PLANNER™ and president of Munn & Morris Financial Advisors. Irv is also a certified public accountant and president of Irving Munn, P.C., a public accounting firm which provides tax, accounting, and consulting services to small businesses and individuals. Irv has been providing accounting and financial planning services to clients for over 26 years. Irving Munn, P.C. is not affiliated with Raymond James Financial Services.
In addition to his certification as a CPA and CFP®, Irv holds Series 7 and 63 licenses and a Texas life and health insurance license. He is a member of the Financial Planning Association, American Institute of Certified Public Accountants, Dallas Estate Planning Council, Estate Planning Council of North Texas and Texas Society of Certified Public Accountants. Irv currently serves as a trust manager for PMC Commercial Trust, a real estate investment trust. He is a frequent speaker on various business, tax and financial planning topics. He also taught a course for many years on how to start, operate and finance your own business.
Irv graduated from the University of California at Los Angeles in 1971 with a Bachelor of Arts in Psychology. He received a Master of Public Health in Health Administration from the University of Texas in 1973. He subsequently completed his accounting studies through the graduate program at the University of Texas at Dallas.
Irv has been married to his wife Cindy, for 33 years. They have two children - Jeff, a professional musician living in Denver, and Kimberly, a financial analyst with the Federal Reserve Bank in San Francisco.
With a strong belief of giving back to the community, Irv volunteers and serves on the boards of several non-profit organizations. When not at work or volunteering, he enjoys playing softball. He also plays golf and hopes to eventually enjoy it.
Edward William Morris
Ed Morris has extensive experience as a financial advisor. Ed started his career in 1990 as a financial advisor with First Investors Corporation. In 1993, he joined the Oppenheimer Management Corporation as a regional sales representative. Ed was responsible for the development of territories with an outside wholesaler. Over the next three years, he played a critical role in growing Oppenheimer's assets in the southwest region from $25 million to $140 million. Ed was recognized in 1991, 1993, 1996, and 1997 by the Oppenheimer Funds Presidents Council and in 1998 by the Oppenheimer Director's Council for his achievements with the firm.
In 1996, Ed expanded his field experience as a financial advisor with Financial Network Investment Corporation. There, he helped individuals and small businesses with their stocks, bonds, mutual funds, and insurance for three years. Ed joined Raymond James Financial Services as a branch manager and financial advisor in June 1999.
Having attended the University of Toledo, Ed holds Series licenses 7, 51, 63, and the Series 24 Registered Principal license along with a Texas life and health insurance license. He also holds the long term care professional (LTCP) designation. At Munn & Morris Financial Advisors, Ed focuses on 401(k) plans for small to mid-size companies as well as long term care and life insurance for the firms clients. Ed is a member of the Financial Services Institute and American Association for Long Term Care Insurance.
Originally from Ohio, Ed moved to Dallas 13 years ago with his wife Liz, and twin sons. Steven, who attends Colorado State University, and Ben, who attends Denver University. Ed's interests include cars, riding Harleys, sailing, playing tennis and working out.
Roy E. Gray
Roy Gray is a CERTIFIED FINANCIAL PLANNER™, and is the Director of Financial Planning for Munn & Morris Financial Advisors, Inc. Roy has been providing financial guidance and planning to clients since 2001, is an instructor in Southern Methodist University's sought after Certificate Program in Financial Planning and he has the knowledge and expertise to help you develop a sound financial plan.
In addition to his certification as a CFP®, Roy holds Series 7, 63 and 65 licenses as well as life, health, long term care, property and casualty insurance licenses. He is a member of the Financial Planning Association, Dallas Estate Planning Council, Estate Planning Council of North Texas, Collaborative Law Institute of Texas and is a registered investment advisor representative.
Roy proudly served his country in the United States Navy during Operation Desert Shield/Storm and was honorably discharged in 1993. Roy attended Spartan University of Aeronautics earning his commercial pilot License and advanced ground instructor rating. Roy attended Kaplan University earning a Financial Planning Certificate in 2001. In 2006, Roy earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation.
Roy and his bride Susanne moved to Dallas in 2006 to be closer to family. When Roy is not developing solutions for clients, he enjoys spending time with his family, golfing, and reading.
Susanne Gray is the Operations Manager for Munn & Morris Financial Advisors. Susanne has over 15 years of experience working as a Paralegal, primarily in the estate planning area of law. She has extensive experience with trusts, wills, powers of attorney, as well as the transferring of assets upon disability or death. Susanne was raised in Tulsa, Oklahoma, attended Jenks High School, the University of Oklahoma, completed her degree in legal studies at Oklahoma City University and obtained her Paralegal Certification.
Susanne's husband, Roy, is a CFP with Munn & Morris Financial Advisors. They were married on Valentine's Day in 1998. Susanne enjoys going to Hawaii and traveling all over Europe. Her favorite place is Rome, Italy. In her spare time Susanne loves to shop, decorate, and drive the cart while her husband plays golf.