Mr. Morrow is a partner in Hill, Barth & King, LLC, and a partner and senior financial advisor with HBKS Wealth Advisors. As both a CPA and Certified Financial Planner®, he offers his clients tax-wise financial planning and investing strategies.
Mr. Morrow began his financial services career in Cleveland in 1991 as a CPA with Price Waterhouse. Initially in the Auditing Department and then the Tax Department, he worked on the accounts of corporations and small businesses as well as with the owners and executives of those companies. While at Price Waterhouse, he started his certification in financial planning as that firm began expanding its offering to include wealth management.
Mr. Morrow joined the Hill, Barth & King office in Boardman, Ohio, in 1994 and later the Tax Department as a tax consultant. With the acquisition of The Sorce Financial Group and the establishment of HBK Sorce Financial in 2000, he began supporting the firms financial advisors with consultation on client tax issues. Earning partner status in 2002, he began to transition to HBKS Wealth Advisors as a senior financial advisor and principal, and today leads the HBKS Boardman client service team of financial advisors and administrative professionals.
Mr. Morrow earned his Bachelor of Arts degree in Accounting and Pre-Law at Ohio University. In addition to his CPA and CFP designations, he holds FINRA Series 7 and 66, and health and life insurance licenses. He is a member of the Financial Planning Association and state and national CPA associations. He is active in his community, serving as treasurer of the local chapter of the Salvation Army and a board member of the Rescue Mission of the Mahoning Valley.