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Zach Morris featured in Recent Article Published by Statefarm

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wealth transfers

In an article published on statefarm.com this month, Co-Founder Zach Morris offered his insight and expertise on wealth transfers.

5 Things to Understand about Wealth Transfers

One reason some people focus on building wealth over a lifetime is to be able to pass along resources and provide opportunities to their children and grandchildren. But it takes time and planning — as well as conversations about expectations and shared values — to have this transfer work well for everyone.

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Connor Jabs Promoted to Associate Wealth Advisor

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We are pleased to announce the next step in the career path for one of our team members.  Please join us in congratulating Connor Jabs on his promotion to Associate Wealth Advisor. From day one, Connor exhibited an incredible commitment to client service and understanding of the Paces Ferry Wealth Advisors’ mission.

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Tru Independence Nabs $200M Team, Eighth Addition This Year

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by: Kerri Anne Renzulli

Tru Independence’s hot streak shows no sign of slowing. The breakaway consulting company, which began in 2014, has assisted more than 20 firms launch or maintain their independent advisor business with nearly half that total happening this year alone.

Its latest addition is a new RIA, Paces Ferry Wealth Advisors, in Atlanta, Georgia. Founded by a pair of former J.P. Morgan Securities advisors, Jeff Diamond and Zachary Morris, the RIA will cater to high-net-worth individuals, entrepreneurs, business owners and foundations. They managed $200 million in assets at their previous employer.

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Ex-JPM advisors managing $200m launch Atlanta RIA

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Jeff Diamond and Zachary Morris have left JPM Securities to set up an independent RIA.

by: Ian Wenik

A pair of advisors managing $200 million at JP Morgan Securities has left the bank and launched an RIA in Atlanta, Georgia, Citywire can reveal.Jeff Diamond and Zachary Morris will co-head Paces Ferry Wealth Advisors, having left JPM where they worked for 22 years and seven years, respectively.Their new venture is backed by tru Independence, a Portland, Oregon-based firm that acts as a consultancy and platform for RIAs.‘Going independent was really the best way that we saw that we could continue to build on what we’ve created,’ Morris told Citywire.

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