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 worked in commercial and private banking and as an independent financial advisor before joining OneAscent Wealth.

Heath’s career in financial service has been shaped by one defining purpose; to serve others in the faithful stewardship of their financial resources. His practice specialties include personal retirement and legacy planning, wealth creation strategies for business owners and implementation of group benefits and corporate retirement plans.

Outside of work, you will find him spending time with his wife, Nikki, and their two teenage children. They enjoy road trips together and serving on short-term missions. Heath has served on the board of directors for Westminster Christian Classical School, Young Business Leaders of Birmingham, and Safehouse of Shelby County.

Heath is a member of Oak Mountain Presbyterian Church where he serves as a ruling elder and leads a high school boys discipleship group. Because of his passion for the outdoors, Heath spends considerable time on his family farm in rural West Alabama and supports conservation efforts through the Alabama Forestry Association, Coastal Conservation Association, and Ducks Unlimited.