Matthew Morris

Matthew Morris

Financial Planning Associate
Seattle, WA
matthew.morris@bluetrust.com
(360) 862-5471
Follow on LinkedIn

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

 
PreviousNext
123
Slide Title

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

Slide Title

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

Slide Title

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

Lost Money, Found: How to Reclaim Your Unclaimed Assets

Even the Winds and Sea Obey Him: An Encouragement in Stormy Markets

Simple is Good!

Lost Money, Found: How to Reclaim Your Unclaimed Assets

Even the Winds and Sea Obey Him: An Encouragement in Stormy Markets

Simple is Good!

Find an Advisor Near You

Find an Advisor

Recent Posts

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/24 and subject to change.
Atlanta SEO Company
© Copyright 2025 Blue Trust, Inc.