Cody Morris

Cody Morris Domiciled in PA, CA insurance license #: 4092870.

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. CODY MORRIS - CERTIFIED FINANCIAL PLANNER®

INSURANCE
I have license to sell insurance products in the following jurisdictions: PA, AZ, CA, CO, CT, DE, FL, GA, IN MA, MD, NC, ND, NJ, NM, NY, PA, SC, TN, TX, UT, VA, WA. SE

CURITIES
I am registered to offer securities in the following jurisdictions: PA, AZ, CA, CO, CT, DE, FL, GA, MA, MD, MO, NC, ND, NJ, PA, SC, TX, VA, VT, WA WI, WV
I am a registered representative of and offer securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org), Supervisory address: 100 Sterling Parkway, Ste 307, Mechanicsburg, PA 17050. 717-791-3300
uFinancial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

06/02/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

05/26/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your...
05/26/2026

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

https://bit.ly/4wRPaQb

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.
05/25/2026

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your...
05/22/2026

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your plan is in good shape to keep up with the times.

Good habits now can help you work toward financial freedom later. Let's connect.
05/21/2026

Good habits now can help you work toward financial freedom later. Let's connect.

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing gro...
05/20/2026

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing growth with reliable income can help your retirement plan stay on track. Let’s go over your options.

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the sam...
05/19/2026

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the same while everything else moves forward. Moments like these are a good reminder to check in and make sure your life insurance protection and long-term strategy still match the life you’re building. When was the last time you did a financial check‑in? Let’s connect.

Address

100 Sterling Parkway, Suite 307
Mechanicsburg, PA
17050

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