Chris Morrison, RICP®

Founder, CEO & Retirement Planner

Chris Morrison, founder of The Legacy Retirement Group, hails from Jacksonville, Florida, and has been in the financial services industry since 1997. His parents are natives of Jacksonville, and his father is a retired Jacksonville fireman after 34 years of service. Chris' journey as a financial advisor began at Barnett Bank (now Bank of America), where he quickly discovered his passion for the field. In 2001, Chris transitioned to HSBC Bank, where he furthered his financial education with the goal of starting his own business.

As an Investment Adviser Representative, having passed his Series 65 exam, Chris has a fiduciary responsibility to act in his clients’ best interest when offering or recommending investment advisory products and services. This means that within his capacity as an investment adviser representative, he’s obligated to disclose any conflicts of interest when offering investment products. Chris also holds the State of Florida 0215 insurance license. This education and experience enable him to offer fee-based services to his advisory clients, as well as commission-based insurance products to the families he serves.

Chris holds the Retirement Income Certified Professional (RICP) designation. This specialized certification allows him to focus on the unique challenges faced by families anticipating retirement. By leveraging his RICP designation, Chris is equipped to create comprehensive retirement income plans that help to address the complexities of managing income streams, tax implications, and longevity risks. His goal is to help the families he serves be confident and comfortable in retirement, knowing their financial future is in capable hands.

In his many years span, Chris was able to help launch and or grow several retirement groups and companies that are still successful today. This only solidified what Chris’ true goal was, which was to open a firm dedicated to simplifying futures for families so they can leave their legacy while he continues to create his.

Now residing in St. Johns County, Chris enjoys an active lifestyle with his two children, Tanner and Cameron. If he’s not in Gainesville with his college son Tanner, cheering on his beloved Gators, you can catch him around town with his newly driving daughter, Cameron, who is a high school student here in St. Johns County.

When Chris steps away from work he also enjoys time with his girlfriend, Brit, traveling to the mountains in the winter, exploring new beaches in the summer and enjoying new restaurants and sipping red wine together.