Cody Morris WEB

Cody Morris

Office Location

100 Sterling Parkway
Suite 307
Mechanicsburg, PA 17050

Get Directions

Why The College Funding Coach?

College was a big deal for me. I was the first in my family to attend a four-year college and obtain a Bachelor’s degree.

The advice back then was, “don’t worry about the cost… graduate with a good job, and you’ll be set!” Well, after graduating with tens of thousands in student loans from one of the most expensive private universities at the time, I saw how hard it was for other friends and me to climb out of that hole. Ever since I have made it a large part of my job to make sure all the families I work with have the proper resources and education to make sure they have the best overall chance of success when it comes to paying for college.

A Little More About Cody

Background/Education: Cody was born and raised in the Harrisburg, PA, area. He attended Susquehanna High School and obtained a BS in Civil Engineering from Lehigh University and an MS in Civil Engineering from Penn State – University Park.

After a few years as a highway engineering project manager and obtaining his Professional Engineer (P.E.) license, he realized (a little later in life than ideal!) that his real passion lay in the financial services industry. College education planning was a big part of that switch. He has now spent over five years working with individuals and families to help them understand their financial circumstances and how to reach their short-term and long-term financial objectives. With his background in engineering, he takes an analytical approach to the complex paying-for-college problem and provides simple solutions designed specifically for each of his clients to put them on a roadway to success.

Personal: Cody lives in Carlisle, PA, with his wife Naomi and their two dogs: a border collie named Rearden and a Catahoula Leopard named Dagny. They are currently expecting their first baby girl this November. When not at home playing fetch, Cody and Naomi enjoy hiking the Appalachian Trail and surrounding National Parks, golfing, and snowboarding. He is also part-owner of a local Crossfit gym, where you can find him every morning of the week.

Licensing Info:

FINRA Series 7 Registration

FINRA Series 66 Registration

Licensed to sell insurance in AZ, CA, CO, DE, FL, GA, IN, MA, MD, NC, NJ, NY, PA, SC, TN, TX, UT, VA

Licensed to offer securities, investment advisory services, and financial planning in PA, DE, NC, VA, MA


Cody Morris is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC, 100 Sterling Parkway, Suite 300, Mechanicsburg, PA 17055, Tel: (717) 791-3300.

The College Funding Coach is not affiliated with MML Investors Services, LLC.

FINRA BrokerCheck