Vince oversees OneDigital’s Retirement + Wealth division, including retirement consulting, wealth management, investment management and third-party administration areas.
Before OneDigital, Vince Morris joined Bukaty Companies in 2001 as owner and president of the Financial Services division, serving as president of Resources Investment Advisors Inc., an SEC-registered investment advisor and support center that helps advisor-affiliates with compliance, business, and marketing services. Vince and his team developed a unique affiliation model, allowing for independent advisors to share resources to the benefit of their clients.
Vince has served in several leadership roles, including several NAPA Committees, Retirement Advisor Council and The Retirement University for Advisors. He has been awarded accolades from industry organizations, including NAPA, PlanAdviser, PlanSponsor, The 401kWire, The 401k Specialist, Pension & Investments, Institutional Investor, Financial Times and WealthManagement.com. Vince has earned PlanSponsor Retirement Professional (PRP) and Accredited Investment Fiduciary (AIF) designations and holds a degree in economics from the University of Kansas.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck