Matthew Morris

Matthew Morris

Financial Planning Associate
Seattle, WA
matthew.morris@bluetrust.com
(360) 862-5471
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Matthew Morris is a financial planning associate for the Private Wealth division of Blue Trust and serves his clients out of the office in Seattle, Washington.

In his role, Matthew supports client relationships through meeting coordination, tax planning assistance, and investment management tasks, such as rebalancing, trading, and account reviews. He thoughtfully integrates biblical principles into financial recommendations, ensuring each report and presentation reflects technical precision and the firm’s core values.

Before joining the company, Matthew worked as a math and science teacher at Providence Classical Christian School for four years.

Matthew earned a mathematics degree from Bellevue University and is currently studying to obtain the CERTIFIED FINANCIAL PLANNER® certification.

Active in his community, Matthew attends Trinity Church. He and his wife, Whitney, have a daughter and son and reside in Snohomish, Washington.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

Preparing Today to Protect Tomorrow: Planning for Long-Term Care

“Wisdom for Wealth. For Life.” Episode 48: Sometimes It’s Personal, Sometimes It’s Business: How to Separate Family Money from Business Money

“Wisdom for Wealth. For Life.” Episode 49: A Million Little Miracles: Rediscovering Wonder in Everyday Life

Preparing Today to Protect Tomorrow: Planning for Long-Term Care

“Wisdom for Wealth. For Life.” Episode 48: Sometimes It’s Personal, Sometimes It’s Business: How to Separate Family Money from Business Money

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