Broker Check

Caroline Morris, CFP®, ChFC®, CLU®, RICP®, CFBS

Vice President
1593 Spring Hill Road, Suite 500 East
Vienna, VA 22182-2245
Office: 703-394-7112
Cell: 202-413-2380

My passion is to dramatically impact the lives of others by educating on how to maximize wealth potential. My mission is to strengthen the financial security of my clients and discover strategies to realize their financial goals.

I originally became a financial advisor because I believed I could change the way advising was done. I had seen how other advisors engaged with clients by overwhelming them with data and intelligence. I knew I could take my teaching background into this industry and deliver an entirely different experience. When I joined the leadership team in 2018 I knew I could make an even greater impact on the next generation of advisors by teaching them the same skill set. I am an entrepreneur at the core who has built an advisor team from scratch and takes pride in the mentoring I do for my advisors. I also focus on paving the way for women advisors to find success in an historically male dominated industry.

My father, before he retired, was the most successful salesperson I've ever met and I saw how he treated his customers when I joined him on "Take Your Daughter to Work Day". I knew his approach and genuine care for bringing value to his customers was his differentiator. He worked his tail off but also never missed a single basketball game or diving meet. I always knew I wanted to have a career where I could also make an impact on others' lives but not have to sacrifice my time with my family. I channel his work ethic and success every day.

I am originally from Boston, so when I’m not working I’m most likely found skiing or watching the New England Patriots. I also enjoy playing basketball, spending time with family and friends, and watching my alma mater Georgetown Hoyas. My husband and I live in Aldie, VA and have two sons, ages 12 and 2.

email carrie

Time to schedule your annual review or spend some time examining your finances? Have a question? Fill out this form to get in touch with Carrie.

Thank you!




Our team brings over 30 years of business planning know-how. We understand the challenges you face and offer strategies and services to help you optimize the value of your business and live a great financial life.

<strong>A Protection First Philosophy</strong>

A Protection First Philosophy

Protecting what you have now and into the future is the foundation of financial strategies at First Financial Group. 

Retirement Planning

College Funding

Executive Benefits

Life & Disability Income Protection

Wealth Accumulation & Distribution


What&#8217;s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Learn More
Managing Your Lifestyle

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.
Learn More
The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learn More
The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Learn More

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

I may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC or its affiliates. Such products are not guaranteed, endorsed or recommended by MML Investors Services, LLC, or its affiliates.