Experienced, Dedicated, Focused
Your goals are our priority.
At The Legacy Retirement Group, our core values and family-owned principles guide everything we do. We believe in building strong, lasting relationships with our clients, treating each family with the care and respect they deserve.
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 retired after 34 years of service as a Jacksonville firefighter. 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.
Throughout his career, Chris has been able to help launch and/or grow several retirement groups and companies that are still successful today. This only solidified his true goal 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. 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.
Teppi Owen
Client Experience Coordinator
Florida born, Maryland raised and Clemson University educated, Teppi recently relocated to Saint Johns after living in Rüschlikon, Switzerland for the past 3 years. She and her husband, Tom, have been married for almost 24 years and have 2 children. Their daughter, Joey, is currently studying International Business Management at the University of Brighton in Brighton, England while their son, Finn, is a high schooler who loves to swim.
A travel enthusiast, Teppi loves visiting new places having visited over 40 countries. When not traveling she can be found cheering on her beloved Clemson Tigers, walking or hiking.
With a background in the hospitality industry, Teppi will ensure everyone feels at home with The Legacy Retirement Group.