TDA ASSOCIATES - Key Persons

Bruce Morrill has been in the investment industry since 1991 and affiliated with Voya Financial Advisors since 1992, focusing on helping group and individual retirement plans and their participants, as well as other financial planning areas. After graduating from Charlotte Latin School in 1986, attended Appalachian State University from 1986 - 1990, where he graduated with a BSBA. In 1999, he achieved his CFP® (CERTIFIED FINANCIAL PLANNER™) certification. A couple of years later, he also added his CFS (Certified Fund Specialist) designation. He holds a NC Insurance License (Life, Accident, Health and Long-Term Care), Series 6, 7, and 63 securities registrations. He is an active member in the FPA (Financial Planning Association) of Charlotte and the FSI (Financial Services Institute) . He has four wonderful children, JB, Harrison, Hudson, and Finley and a beautiful wife Jen. He enjoys golf, skiing, traveling and all water sports.