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Inside ETFs
May 21 - 24
The Diplomat Beach ResortHollywood, Florida

Vince Morris
President at OneDigital

Profile

Vince is the President of OneDigital's Retirement & Wealth division as well as its registered investment adviser, OneDigital Investment Advisors LLC, OneDigital Securities LLC and OneDigital Asset Management LLC. He provides key insights and guidance as OneDigital supports holistic workforce strategy conversations surrounding the convergence of health, wealth, and retirement.

With Vince's leadership, OneDigital strategic consultants and advisors offer employers of all sizes financial benefits strategies including retirement plan consulting and administration, financial wellness and wealth management solutions, and nonqualified deferred compensation strategies, to meet the changing needs of today's employees, from entry-level to C-suite.

Since 1993, Vince has been committed to helping as many people as possible to and through retirement. As the founder and president of a retirement and wealth practice in Kansas, Vince saw the opportunity to work with like-minded firms around the country and built a nationally recognized RIA with a group of industry-leading financial professionals.

Vince is a recognized leader in the DC marketplace and has served in several leadership roles including the National Association of Plan Advisor (NAPA) Committees, Retirement Advisor Council and The Retirement University for Advisors. He has earned the PlanSponsor Retirement Professional (PRP) and Accredited Investment Fiduciary (AIF) designation and holds a degree in economics from the University of Kansas.

Agenda Sessions

  • The Convergence of RIA and RPA Businesses: The Next Tidal Wave of Growth

    1:45pm