Tyler Morris, CPWA®, CIMA®

Tyler Morris, CPWA


Tyler Morris joined BWM Financial Group in 2012 as a wealth advisor. As a CPWA® advisor, Tyler offers comprehensive financial planning advice to high-net-worth clients and their families. He is responsible for creating and implementing new business strategies with a focus on building long-term relationships with clients. He also assists the team in providing necessary market research and data analysis for our investment management process, preparing client presentations, monitoring and maintaining our client’s financial plans, and executing portfolio transactions.

Tyler graduated from San Diego State University with a Bachelor of Science degree in Business Administration with an emphasis in Finance. He is registered as an Investment Advisor Representative with Stratos Wealth Partners,, and is a CPWA® designee. During his time at SDSU, Tyler was a member of the Men’s Golf Team and member of the Student Athlete Advisory Committee where he helped enhance a positive student-athlete image within the community and promote the student-athlete voice within the NCAA.

Tyler enjoys an active lifestyle that includes golf, surfing, sailing and fitness. His passion for golf has allowed him to travel the world, taking part in competitions across the United States, Mexico, Canada and Ireland.

CA Insurance License #OH26818