Morris F Licciardello, Jr.
morris@valleyfinancial.com

Professional Experience

Morris began his professional career as an Assistant Property Manager at Commerce Square in center city Philadelphia.  In 1999 Morris served a two year apprenticeship with a Financial Planner, during which he became licensed in the financial services industry and acted as a General Securities Principal.  After Morris' apprenticeship, he managed a branch office of Jefferson Pilot Securities for two years before joining Valley Financial Group.

At Valley Financial Group, Morris offers comprehensive financial services and acts as a supervisor.  Morris is an Investment Advisor Representative with his registered broker dealer, H. Beck, Inc. and holds the Registered Financial Consultant (RFC) and Certified Estate Planner (CEP) designations.

Why Valley?

Morris will often remark, “Valley gives me the opportunity to operate as a supervisor and as a financial advisor.  And working with Valley as an independent, we can customize our resources to match the ever-changing financial industry’s environment”

On A Personal Note

Morris was born and raised in Bristol, Pennsylvania, a northern suburb of Philadelphia.  Morris graduated from Drexel University, with a Bachelor of Science in Commerce and Engineering Sciences with a concentration in Finance.  He presently resides in Jenkintown, PA, with his wife, Shannon, and their two children.