Congratulations to Nathaniel Morris who earned his Certified Wealth Strategist® designation, administered by Cannon Financial Institute. This designation is awarded to those individuals completing a comprehensive program of study surrounding key wealth management issues facing clients today.
Obtaining the Certified Wealth Strategist® designation provides financial services professionals with the technical knowledge, practice management processes and the client communication skills needed to create and build a client centric wealth advisory practice. The primary goal of the Certified Wealth Strategist® designation is to better work as an effective partner for our clients with more complex wealth issues.
We are proud to share that Kirby Tatum, our newest team member passed his Series 7 registration testing and is now a Registered Administrative Assistant with CIS Wealth. Kirby graduated with a degree in Finance from Baylor University before he joined our team in June. Kirby assists Nathaniel Morris our Branch Manager with client services handling paperwork and account administration.