Zack Morris joined Waverly Advisors in March 2026. As an Associate Financial Planner, he brings several years of experience in investment management, investment products, and investment education. Zack finds great fulfillment in helping clients clarify their financial goals and supporting them as they work to achieve them.
Outside of work, Zack enjoys traveling with his family to MLB stadiums, with the goal of visiting all 30 ballparks. He also enjoys following the Philadelphia Phillies and Baltimore Ravens, fishing, exploring new states, and spending time with family, friends, and his white Labrador, Cooper.
Education
Community Involvement
Ask Me About