Morris Mete, CFP®, ChFC®, CASL®

Morris Mete has been in the financial services industry for over 20 years, immediately beginning his career right after college. As a financial advisor, Moe dedicates his work to educating his clients and many others in the community on basic financial concepts and accompanying strategies that, when implemented, can create positive effects on a person’s future.

Moe lives by the philosophy that knowledge is power, and he is committed to sharing his knowledge with as many people as possible. He has built a dynamic financial literacy program at the local colleges in the greater Hartford, CT area to provide individuals and business owners with direct access to education structured around topics including investments, cash flow and savings strategies, protection and insurance, and much more. With so much misinformation circulating the internet, Moe works hard at providing the community with reliable and resourceful materials that could, in turn, lead to actionable steps for people to apply right away.

During the planning process, the conversations Moe has with both his business and family clients alike are surfaced around maximizing saving rates, allocating excess cash that earns minimal interest, hedging the markets, and becoming more tax efficient with financial decisions amongst others. He develops retirement strategies that go beyond just a 401(k) and even helps in coordinating and optimizing employee benefits.

He is a huge football fan and enjoys going on vacations throughout the year with his fiancé. 

Education

• BS Economics and Sociology, University of Connecticut

Licenses

• Life, Accident & Health
• Series 7, 26, 66

Moe’s accomplishments include:

• Frontline Leader Award Platinum Level, GAMA International
• 2016 & 2017 Five Star Wealth Manager of the Year, Connecticut Magazine
• Guardian Leaders Club
• Guardian Presidents Council
• MDRT’s Court of the Table

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. Five Star award is not issued or endorsed by Guardian or its subsidiaries.