CMA Financial Services

Christopher Morris is a financial advisor with CMA Financial Services, holding the CFP® designation and Series 63 and 65 licenses. He has 25 years of industry experience and has worked at firms including Cape Investment Advisory and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is president of a CPA practice and author of a published book. CMA Financial Services, LLC is a state-registered advisory firm serving primarily individual and high-net-worth clients with discretionary asset management and financial planning. The firm employs a blend of fundamental, technical, and charting analysis, using diverse strategies including derivatives, and maintains a formal affiliation with an accounting practice to provide integrated services.

Jessica Morris is a CFP® with 13 years of industry experience, currently serving as an advisor at CMA Financial Services since 2016. She previously worked at Cape Investment Advisory and Cape Securities Inc. from 2012 to 2016. In addition to her advisory role, she is involved with Jessica's Enterprises, Ltd., which brokers insurance products for clients. CMA Financial Services, LLC is a small advisory firm serving primarily individual and high-net-worth clients, offering discretionary asset management and comprehensive financial planning. The firm uses a variety of investment strategies, including derivatives and option writing, and maintains a formal affiliation with an accounting practice to support integrated client services.