Donald E. Morris, Jr. CLU®
Don Morris joined Sitzmann Morris and Lavis in 1983 and became a partner in 1987. Don, along with his partners, acquired the Life Insurance division from Brown and Brown in 2020 and formed Sitzmann Morris and Boyle Insurance Agency (SMB). He is excited to continue the journey with SMB and work with the third-generation of leadership alongside his partners, Gary Sitzmann and Daphne Boyle.
Don specializes in assisting ultra high net worth individuals and their families in keeping their estates intact that they have worked their entire lifetime to build. His 37 years in the Life Insurance industry has made him a trusted advisor to affluent families and he has maintained relationships with those families from generation to generation. Don believes in the Wisdom of We, the idea that the planning process should be a collaborative one between the client and their advisor team.
Don continues to actively educate himself in new products and methods and is considered a subject matter expert in estate planning funding utilizing life insurance products and disability insurance. He has received awards and recognition from various industry groups, and he has been a featured main platform speaker on life insurance at many industry events.
His industry affiliations include:
- M Financial Group Member
- Association for Advanced Life Underwriter (AALU)
- Top of the Table – Qualifying & Life Member
- Million Dollar Roundtable – Qualifying & Life Member
- American Society of Financial Service Professionals
- National Association of Insurance and Financial Advisors (NAIFA)
- NAIFA – Former President of Mt. Diablo Association (formerly named NAIFA Oakland Association)
Don earned a Political Science degree from the University of California at Berkeley in 1982 where he met his wife Kathy. They reside in Belvedere and enjoy spending time with their daughters Sophie & Madeline. Don is a supporter of bay area community charities including the Oakland Boy’s & Girl’s Club of America. In his free time he enjoys playing golf with his friends and clients around the country.