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Serving Your Best
Interests Since 1989

At TDA Associates, Inc. we take a collaborative approach to planning to help make sure your hard-earned money is spent and invested in the vehicles and opportunities that make the most sense for you and your unique financial situation.

Strategic recommendations paired with ongoing education (in language you can actually understand) helps ensure you get the maximum value out of every minute you spend with us because at the end of the day, the more insight you gain, the better equipped you will be to make important financial decisions.


John Bruce Morrill, Jr., CFP®, CFS Photo

John Bruce Morrill, Jr., CFP®, CFS

Bruce Morrill has been in the investment industry since 1991 and affiliated with Voya Financial Advisors since 1992, focusing on helping group and individual retirement plans and their participants, as well as other financial planning areas.

After graduating from Charlotte Latin School in 1986, attended Appalachian State University from 1986 – 1990, where he graduated with a BSBA.

In 1999, he achieved his CFP® (CERTIFIED FINANCIAL PLANNER™) certification. A couple of years later, he also added his CFS (Certified Fund Specialist) designation. He holds a NC Insurance License (Life, Accident, Health and Long-Term Care), Series 6, 7, and 63 securities registrations.

He is an active member in the FPA (Financial Planning Association) of Charlotte and the FSI (Financial Services Institute) .

He has four wonderful children, JB, Harrison, Hudson, and Finley and a beautiful wife Jen. He enjoys golf, skiing, traveling and all water sports.