Matthew Morris has been Chief Investment Officer of Sunburst Financial Group since January 2026, is a control person of the firm and directly owns under 5% of it. Matthew Morris holds a Bachelor of Science in Finance from Auburn University and a Master of Business Administration from the University of Alabama at Birmingham.
Sunburst Financial Group, LLC is a Vestavia Hills, AL firm with $808M under management, 877 clients and 6 advisers in one office, as of its May 2026 filing.
Matt Morris is Partner and Chief Investment Officer of Sunburst Financial Group. He serves on the firm's Investment and Financial Planning Committees and analyzes and invests financial resources for individuals and families.
- – present · 10 yearsVestavia Hills, AL · Adviser representative · Firm CRD 283605
Investment adviser representative registrations
Matthew Morris is registered as an investment adviser representative in Alabama, since July 2016.
- AlabamaSince 15 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 August 2015 |
| Series 7 | General Securities Representative Examination | 18 June 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew S Morris
- CRD
- 6439389
- Firm
- Sunburst Financial Group · CRD 283605
- Role
- Chief Investment Officer
- Office
- 600 VESTAVIA PARKWAY, SUITE 100, Vestavia Hills, AL 35216
- Registration
- Investment adviser registration
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sunburstfinancial.com
Where does Matthew Morris work?
Matthew Morris has been Chief Investment Officer of Sunburst Financial Group, LLC since January 2026, and is a control person of the firm.
Is Matthew Morris a financial advisor?
Yes. Matthew Morris has a current investment-adviser registration in Alabama, through Sunburst Financial Group since July 2016.
How many years of experience does Matthew Morris have?
Matthew Morris has 10 years in the financial industry, since July 2016, across 1 adviser firm.
What exams has Matthew Morris passed?
Matthew Morris has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2015. FINRA credited Matthew Morris with the SIE, which began in October 2018.
Where is Matthew Morris based?
Matthew Morris’ registered office is in Vestavia Hills, AL.
Is Matthew Morris registered with FINRA?
No. Matthew Morris has no current broker registration.
How can I verify Matthew Morris’ record?
Search CRD 6439389 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Morris’ full registration record.