Jesse Morris is focused on serving the retirement needs of several of Cammack Retirement’s large defined contribution plan clients. He provides comprehensive consulting services, assisting plan sponsors in all aspects of their fiduciary responsibilities. Jesse is experienced in conducting request for proposals and vendor implementations. During retirement plan transition projects for clients, he assists with communication and education campaigns as well as supporting clients in all phases of plan design and administration.
Jesse has over seven years of experience in providing defined contribution plan design and client management services at Cammack Retirement Group. Prior to his current position, he served as a senior account manager in the firm’s retirement practice. Jesse received his bachelor’s degree from Rutgers University
- Securities and investment licenses held: Series 6, 63, and 65
- Life, Accident & Health, Variable licenses in multiple states