Heath Morris

Senior Lead Advisor
CFP®

Phone: (205) 313-9142
Email: heath.morris@oneascent.com

A native of Shelby County, Alabama, Heath is a graduate of Samford University, where he earned a B.A. in Public Administration. He has worked both in corporate banking and as a financial advisor with an independent financial firm before joining the OneAscent Wealth Birmingham team.

Heath’s role as a Certified Financial Planner™ is built around financial and life planning for each client. He walks clients through “Your Best Financial Life”  – a wealth planning process that focuses on legacy and retirement planning. Heath also specializes in longevity care planning and working with businesses on employee retention strategies and benefits planning.

Outside of work, Heath is passionate about spending time with his wife, Nikki, and their two teenage children. They enjoy road trips together and serving on short-term missions. Heath serves on the board of directors for Westminster Christian Classical School, and also works with youth through coaching and mentorship. He manages decisions for various family real estate holdings.

Heath is a member of Oak Mountain Presbyterian Church where he serves as an elder. Because of his passion for the outdoors, Heath supports conservation efforts through the Alabama Forestry Association, Coastal Conservation Association, and Ducks Unlimited.

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