PATRICK D. MORRIS

SPECIALTY:
Business Valuation, Merger & Acquisition and Real Estate Taxation

Pat moved to the Charlotte area in 2005. He began his career in Richmond, Virginia working as a tax accountant in a spin-off firm of Deloitte & Touche, LLP. He later returned to his hometown of Radford, Virginia and built a successful CPA practice. During that time he oversaw the general operations of a family business and created new businesses in real estate, mortgage finance and financial services. Today, his focus is on valuation and tax consulting services.

EXPERIENCE

Fred H. Beck & Associates, LLC – October 2007

Beck Advisors, LLC (Principal) – September 2007

Founded Weaver and Morris, CPAs, PC - September 1998

Founded Patrick D. Morris, CPA - February 1992

PROFESSIONAL AFFILIATIONS

State-Registered Trainee Real Estate Appraiser
       North Carolina Registration No. T4582

North Carolina Provisional Real Estate Broker - No. 253652

CPA, Certified Public Accountant – VA (1992) & NC (2006)

CVA, Certified Valuation Analyst – National Association of Certified Valuation Analysts

CFE, Certified Fraud Examiner – Association of Certified Fraud Examiners

Series 7, Full registration/General Securities – National Association of Securities Dealers

Series 66, Uniform Combined State Law – National Association of Securities Dealers

EDUCATION

Bachelor of Business Administration – Radford University, Radford, Virginia

Completed The Appraisal Institute Courses:

• R-1 Introduction to Real Estate Appraisal
• R-2 Principles of Real Property Valuation
• R-3 Advanced Techniques of Real Property Valuation
• R-4 USPAP
• G-1 Introduction to Income Capitalization
• G-2 Advanced Income Capitalization
• G-3 Applied Income Property Valuation