Aerika Morris

Aerika R. Morris

Client Services Director, Retirement Plans BOK Financial
Expertise
  • Relationship Management
  • Retirement Planning
  • Wealth Management

Aerika R. Morris is a Client Service Director with BOK Financial in Houston, Texas. With more than 20 years in the financial services industry, Morris specializes in client service delivery, new business development, and relationship management. She joined BOK Financial in the spring of 2019.

In 2015, Aerika was recognized as one of nine relationship managers in the United States chosen nationally to receive the PLANSPONSOR Magazine Service Star Award. She attended the University of Houston, where she majored in finance. She currently maintains FINRA Series 6 and 63 registrations.

As a native Texan currently residing in Houston with her husband Keith, Aerika cherishes her time with her niece, nephew and godchildren. Outside of the office, Morris also enjoys traveling, sports, and mentoring.

LinkedIn Profile
Photo of Aerika Morris

Featured In

BOK Financial Corporation is a more than $50 billion regional financial services company headquartered in Tulsa, Oklahoma with more than $105 billion in assets under management and administration. The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., and BOK Financial Private Wealth, Inc. BOKF, NA's holdings include TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial (in Arizona, Arkansas, Colorado, Kansas and Missouri); as well as having limited purpose offices Nebraska, Wisconsin, Connecticut and Tennessee. The entities held by BOK Financial Corporation are periodically referred to collectively as BOK Financial Corporation Group. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com.

Securities, insurance, and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors.

Investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities.

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE.

The content in this article is for informational and educational purposes only and does not constitute legal, tax or investment advice. Always consult with a qualified financial professional, accountant or lawyer for legal, tax and investment advice. Neither BOK Financial Corporation nor its affiliates offer legal advice.

BOK Financial® is a trademark of BOKF, NA. Member FDIC. Equal Housing Lender . © 2024 BOKF, NA.