Please join all of us on the MMFA team in congratulating Irv Munn, CPA, CFP® who, in recognition of outstanding client service and exemplary professional growth, was recently named to the Raymond James Financial Services’ 2020 Executive Council. Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity*.
Irv Munn is a CERTIFIED FINANCIAL PLANNER™ practitioner and president of Munn & Morris Financial Advisors. He is also a certified public accountant and also holds Series 7 and 63 licenses and a Texas life and health insurance license. To learn more about Irv, read his bio here.
This marks the thirteenth consecutive year that Irv has qualified for this important recognition.
*Membership is based mainly on assets under management, education, credentials, and fiscal year production. Re-qualification is required annually.
The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
Retired and Confident: 6 Questions Toward Financial Security
5 Steps to Plan for a Comfortable and Secure Retirement
Suddenly Single and Stuck: a Financial Guide for Unexpected Hardship
Empty Nesters: Celebrating Your New Normal
