Since 1985, Robby Morris, Principal of The Morris Group in Armonk, New York, has been helping high-net-worth individuals, successful professionals, and retirees with personal and business insurance, retirement funding and estate conservation.
Focusing on assisting clients to develop and implement long-term financial and insurance strategies, he uses his skill and experience by recommending the appropriate product, supported by timely, accurate information and friendly, responsive service. "My job," he says, "is to help my clients get what they want; to show them new and innovative ways to get there...and to review, follow up and give them the professional service they deserve."
Robby has assisted many corporations and small businesses in developing quality benefit programs for their employees. This includes major medical coverage**, short and long term disability**, life insurance and funding for retirement plans. He also works with many owners to set up Select Executive Benefit Plans and Key Person Protection Programs.
He is a Past President of the National Association of Insurance and Financial Advisors - Westchester, a member of the Estate Planning Council of Westchester and former Board Member of the Association of Development Officers. He shares his knowledge and experience by offering seminars and workshops on a variety of topics including Charitable Giving and Estate Conservation.
An active volunteer in the community, he is a member of the Board of Directors of the Armonk Chamber of Commerce and President of The Friends of Frosty Inc. He was Area Coordinator of the Westchester/Putnam Special Olympics for over 20 years and is still involved with Special Olympics New York, Hudson Valley Region. Robby was a member of the Games Committee and the Track and Field Coordinator for New York Special Olympics for over 30 years. He is a co-founder and participant in the Cycleability Bike Tour (a 3-day, 200 mile bike ride fundraiser also benefiting Special Olympics) currently in its 27th year. He is a Past President and trustee of the North Castle Historical Society. He has coordinated and coached indoor soccer, travel soccer and youth soccer since 1989. He was instrumental in establishing a travel soccer program in Armonk and served as President of the Armonk Travel Soccer Club for two years.
Robby and his wife, Carol, a Special Education Teacher (retired), reside in Armonk, New York. They have three sons, Brian, Evan, and Hayden.
**Products available through one or more carriers not affiliated with New York Life; dependent on carrier authorization or product availability in your state or locality.