Professional Experience

Morris Licciardello’s professional career began in the heart of Philadelphia, where he honed his skills as an Assistant Property Manager at Commerce Square. His foray into the financial services realm was marked by a pivotal two-year apprenticeship with his own personal Financial Advisor in 1999, a period during which he earned his security registrations and acted as a General Securities Principal. Upon completing his apprenticeship, Morris demonstrated his leadership abilities by managing a branch of Jefferson Pilot Securities over a span of two years. His career trajectory took another turn in 2003 when he became a valued member of Valley Financial Group.

In his role at Valley Financial Group, Morris distinguishes himself by offering comprehensive financial planning services. As a CERTIFIED FINANCIAL PLANNER™, he doesn’t just advise clients; he also enriches his colleagues as an internal consultant, sharing insights gained from a career that spans over two decades. Morris holds dual roles as an Investment Advisor Representative with Valley Financial Group and as a Registered Representative with the broker-dealer Purshe Kaplan Sterling (PKS), embodying a commitment to financial stewardship and integrity.

A Personal Note

Beyond his professional endeavors, Morris’s roots are deeply embedded in Bristol Borough, Pennsylvania, where he was born and raised. He pursued higher education at Drexel University, where he merged his interest in finance with engineering sciences, earning a Bachelor of Science degree with a finance concentration. Morris now resides in Jenkintown, PA, where together with his wife, Shannon, they delight in raising their two children.