615.764.0016 / 348 Cool Springs Blvd, Suite B, Franklin, TN 37067

Team

At Assurance Financial Partners, you’ll notice that the word “partners” is part of our name. We believe in going beyond simply advising to creating true partnerships with our clients. We will come to the table with integrity, enthusiasm and out-of-the-box thinking that leads to shared success. We forge ongoing relationships that extend through all stages of life. So let's meet the partnership team.

Kerry Morris, CFP®, Founding Partner

Kerry’s passion and enthusiasm for sharing knowledge and teaching clients about all their financial options is what drives him. As the co-founder of Assurance Financial Partners, he is devoted to understanding and serving each client’s individual financial objectives and executing life stage appropriate plans that allow for legacies to be passed from generation to generation.

Kerry is a Series 65 investment advisory representative, licensed insurance agent, a member of the Financial Planning Association and a Certified Financial Planner™ practitioner and has been in the financial industry for 19 years. But his greatest achievement is being a husband, son, and father to his loving family that ranges from 1 to 86.

Kerry enjoys seeing his 24 year old son, Austin, daily at the office and then going home to his 1 year old daughter and 6 year old son, Tyler, who may be ready to join the company in 15 years. Kerry may have the business continuity plan completed for the next 60 years between the two of them. Kerry and his wife, Jill, met at a swing dance over 15 years ago and have shared a love for it ever since. Most of those years, they traveled the country attending workshops, competing, and performing the truly American dance called “Lindy Hop”  

Donald Thomas, Founding Partner

He’s a financial advisor and founding member of Assurance Financial Partners, LLC, but Donald Thomas still thinks of himself as a student. He is continually educating himself on new approaches and products that can help his clients reach their financial dreams. In fact, over the course of his career, Thomas has logged over hundreds of hours of training, and that education comes into play every day in all aspects of his financial planning.

With a resume that includes successful work in the technology, insurance, and entrepreneurial spheres, Thomas brings a wide range of experience and skills to his position at Assurance Financial Partners. His unique expertise lies not only in being able to match each client with the product that’s best for their needs, but in utilizing unique product benefits to meet their specific requirements.  Prior to co-founding AFP, LLC, Thomas spent time in both wholesale and retail, and served as regional vice president of a Dallas-based insurance organization where he was responsible for recruiting agents across three states and training them in life insurance and annuity products.

Growing up on a farm in Lawrenceburg, Tennessee, Thomas learned early on the importance of integrity and hard work. His leisure time interests were split between team roping, varsity basketball, and music. Guitar legend Jerry Reed was a big inspiration, and, whether it’s in church or at a barbecue or bonfire, you’ll still find Thomas singing and picking to this day. He is especially proud of his 26-year-old son, Cody, a sergeant in the Army National Guard. The youngest sergeant in the State of Alabama National Guard, Cody recently returned from active duty in Afghanistan.