KODY MORRIS

Kody began his journey with Socha Financial Group, LLC in January of 2023 as a seasonal Tax Preparer. In the spring of 2024, he was brought on as a Financial Planner and Tax Associate. With a passion for growth, he advanced to the role of Paraplanner by the summer of 2024 earning his FPQP® (Financial Paraplanner Qualified Professional™) certification. He holds a Bachelor’s degree in Accounting from Pace University.

He is excited to embrace his new role after spending years doing adventurous jobs all across the country. Kody enjoys the problem-solving that comes with providing the most efficient and effective work possible for our clients. He engages in consistent hard work, is dedicated to improving, and displays an eagerness to learn. He looks forward to being a valuable member to the team.

Outside of work, he enjoys watching the latest films and spending time with family.