President,
Benefit Capital Financial Services, Inc., Hawaii Operations
Richard S. Morris opened the Hawaii office for the Benefit Capital Group in 1988 after
moving from Colorado where he had, some 22 years
earlier, created a highly successful, multi-state financial planning
organization and subsequently sold it to CIGNA Financial Services as part of
his relocation to Hawaii.
Mr. Morris holds a B.B.A. and an M.B.A. from
the University of Wisconsin, where he taught for two years in the School of Business while working towards a Ph.D.
He has instructed a course at the University
of Hawaii about employee stock
ownership plans and has been asked to teach a somewhat broader course about
business succession planning at HawaiiPacificUniversity.
He has served on the national board of directors of the American Society of
Financial Service Professionals. He was for many years the vice chairman of the
Employee Ownership and Participation Advisory Committee for the State of Hawaii and is vice
president of the Hawaii Chapter of The ESOP Association of America. He has been
a member of the Hawaii Bar Subcommittee on Probate and Estate and Gift
Taxation, a board member of the Hawaii Estate Planning Council, and a director
for the University
of Colorado Foundation
board.
Deeply involved in his community, Dick, as
he is known by his friends, has been many times elected to his Neighborhood
Board, a type of town council that facilitates community and governmental
interaction, engaged with many environmental groups, and is a board member for
the historic Hawaii Theatre Center -- in an effort to successfully renovate
this popular performing arts venue, to help stimulate the redevelopment of
Downtown/Chinatown, and to support the broader pursuit of arts education
through board membership with the Honolulu Arts and Cultural Improvement
District.
In anticipation of his April 2004 visit to Alaska, he was interviewed by Alaska Business Monthly
about the focus of his talks to the Anchorage
and Fairbanks Estate Planning Councils, "The Role of ESOPs in Succession
Planning".
Securities offered through The Leaders Group, Inc.Member
FINRA/SIPC 26 W. Dry Creek Circle, Suite 575 Littleton, CO 80120 (303)
797-9080
