615.764.0016 / 348 Cool Springs Blvd, Suite B, Franklin, TN 37067

Team

At Assurance Financial Partners, you’ll notice that the word “partners” is part of our name. We believe in going beyond simply advising to creating true partnerships with our clients. We will come to the table with integrity, enthusiasm and out-of-the-box thinking that leads to shared success. We forge ongoing relationships that extend through all stages of life. So let's meet the partnership team.

Kerry Morris, CFP®, Owner

Kerry’s passion and enthusiasm for sharing knowledge and teaching clients about all their financial options is what drives him. As the co-founder of Assurance Financial Partners, he is devoted to understanding and serving each client’s individual financial objectives and executing life stage appropriate plans that allow for legacies to be passed from generation to generation.

Kerry is a member of the Financial Planning Association and a Certified Financial Planner™ practitioner. Kerry has been in the financial industry for 24 years, is a licensed insurance agent and has passed the Series 65 exam. His greatest achievement is being a husband, son, and father to his loving family that ranges from 2 to 92.

Kerry enjoys his children aged 2-18. Kerry may have the business continuity plan completed for the next 60 years between the four of them. Kerry and his wife, Jill, met at a swing dance over 20 years ago and have shared a love for it ever since. Most of those years, they traveled the country attending workshops, competing, and performing the truly American dance called “Lindy Hop”  

 

John Hart

John Hart HeadshotJohn Hart has been Insurance licensed since 2006, in Tennessee, Arkansas, Georgia, Florida, and Virginia. A Million Dollar Round Table Member in 2014 and in 2015, he completed a program called Master Mentor with Circle of Wealth; very few advisors have this program across the country. John has also recieved his NSSA® Certification.

He was born and raised in Shelbyville, TN, and is proud to have lived there his entire life. John and Marilyn are members of the Church of Christ, and have been married for 32 years. They both love to travel, and have visited Israel and Hawaii many times.

John has passed the series 65 exam and is registered as an Investment Adviser Representative through Horter Investment Management, an SEC Registered Investment Adviser located in Cincinnati, Ohio.