Richard C. Morrow, CPA, CFP®
Principal | Senior Financial Advisor, HBKS Wealth Advisors

Rich is a Principal in the Youngstown, Ohio office of HBK. Rich began his public accounting career in 1991, joined HBK in 1994 and then joined HBKS® Wealth Advisors in 2000. Rich has extensive experience in comprehensive financial planning, estates and trusts, income tax, retirement planning, and asset management services. He serves a variety of clients from individuals to business entities.

Education
  • BS in Accounting and Pre-Law, Ohio University
  • CERTIFIED FINANCIAL PLANNER™ certificant (CFP®) awarded by the Certified Financial Planner Board of Standards
  • Certified Public Accountant (CPA)
  • NASD Series 7 and 66 Licenses
Associations
  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, Ohio Society of Certified Public Accountants (OSCPA)
  • Member, Financial Planning Association (FPA)
  • Treasurer/Board Member, Salvation Army
  • Board Member, Rescue Mission of Mahoning Valley
Richard C. Morrow
Youngstown, OH