Morris Licciardello

Morris Licciardello’s professional journey began in Philadelphia, where he first honed his skills as an Assistant Property Manager at Commerce Square. His transition into financial services took shape in 1999 during a two-year apprenticeship with his own personal Financial Advisor—a formative period in which he earned his securities registrations and served as a General Securities Principal.

As a CERTIFIED FINANCIAL PLANNER™, he not only advises clients but also serves as an internal consultant, sharing insights from over two decades in the industry. He holds dual registrations as an Investment Advisor Representative with Valley Financial Group and as a Registered Representative with broker-dealer Purshe Kaplan Sterling (PKS), reflecting his dedication to financial stewardship and integrity.

Morris studied at Drexel University, where he earned a Bachelor of Science degree with a focus in finance and engineering sciences. He currently resides in Jenkintown, PA, with his wife, Shannon, and their two children.

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