Morris Shank takes the time

to discover your retirement

and financial planning needs.


Watch this video to learn how.


Morris Shank takes the time to discover his clients’ financial planning, investment planning and retirement planning needs.


The St. Louis-based financial planner provides individualized wealth management services that help people navigate the many financial and investment decisions they face when preparing for and living in retirement. He has been nominated as a *FIVE STAR Wealth Manager by St. Louis Magazine from 2012 to 2018, and has over 20 years’ experience in the industry. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2018 Five Star Wealth Managers. 


Morris offers a comprehensive, collaborative approach to developing strategies that work towards specific financial goals. He’s fully dedicated to educating and guiding clients through each phase of their financial lives with great attention to detail.


Morris is also a member of the Atlanta-based Integrated Financial Group—a consortium of independent financial planners from across the country. He operates his own financial consulting practice, but as a Consortium Member, has access to a team of experienced, like-minded colleagues when needed.


“Being independent doesn’t mean being alone,” says Shank. “My membership with Integrated Financial Group’s ‘Brain Trust’ of LPL financial planners allows me to source the most appropriate strategies for my clients. I’ve been with the Consortium since 2006, and the support I receive is invaluable.”


Outside the office, Morris makes time for an active family life with his wife of 30+ years and their two grown sons. He is a long-time boater, University of Missouri graduate, and devoted college basketball fan. Morris is also committed to sharing time and resources with boots-on-the-ground ministries and charities.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

View this firm's Client Relationship Summary.





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