About Us


Respecting Your Independence

Compliance that works for you -- At World Choice we have intentionally placed people with a sales background in the compliance roles. While we will never jeopardize the safety of the firm or that of our reps we do bend over backward to help you accomplish what you are in business to do, serve your clients and build your future.

Freedom of Choice -- We don't pressure reps into sales of proprietary products or set sales quotas. At World Choice we expect our reps to make their own decisions, but we're always here when you need a sounding board. Whenever you need help with a compliance issue or a business or product question you can call our office any time during business hours and you will talk to a real live person, not a phone system. You'll even have a direct line to the President's desk.

Your Business Style -- Whether you want your own OSJ or choose to be a soloist, whether you like the action of stock trading or you are a CPA offering financial solutions to your tax business clients, World Choice provides you with the flexibility to call your own game and build your business on your own terms.



The World Choice Securities, Inc. Story

World Choice Securities, Inc. is a fully disclosed Broker/Dealer, an Insurance Agency and a Registered Investment Advisor. We specialize in offering our financial services and tools to seasoned financial industry professionals......those who have demonstrated their elite position with experience, knowledge level, character and expertise in the financial services business. Our belief is that the best professionals should get the best support and deserve the best contracts. We are a small firm with special attention to personal service. We like to make money, work hard and insist on keeping our atmosphere enjoyable.

The corporation was established September 10, 1992. On April 12, 1997 Ross Morris purchased it and changed the name to World Choice Securities, Inc. and began providing services to independent Representatives. This name was chosen to indicate our purpose of providing great choices (our definition of financial freedom) for clients, reps and our wonderful staff. Our way-of-doing-business is to establish long-term relationships between Representatives/Agents, Product Suppliers, Technology Providers and our Service Team. We are a long-term player.



President & Founder

Ross Morris

Licenses: 7,24,53,63,65, Insurance, CFP, completed a BBA in Industrial Management from Texas Tech University and an Accounting Major from the University of Houston.

Ross is the President and Founder of World Choice Securities. His previous career includes experience as an Accountant/Controller (13 years Dresser, Ind.), Life Insurance Agent (5 years New York Life), Independent Financial Planner and Senior Manager at a Broker/Dealer. The skills developed in these jobs included sales, supervision, sales management, finance, marketing and leadership, Ross has been helping clients reach their financial objectives since 1987 and coaching representatives to help them meet their goals since 1992.


The Dream Team

Theresa Montya

Licenses: 7, 24, 53, 63, 65, completed a two year financial planning curriculum at TCU. Theresa has been in the securities industry since 1999 and with World Choice since 2003. Her previous experience is with Edward Jones in sales and E*TRADE as a branch manager. Theresa's role at World Choice is in Management and Compliance. She understands the reps perspective and knows that our compliance is centered on what is best for the client. Her mission in compliance is to keep us all out-of-trouble and focused on our career goals.

Sandy Moran

Sandy started in early 1999 with World Choice and has been a key person in the growth and development of our company. She performs the duties of commission accounting, bookkeeping, preparing tax records, licensing, forms administration, and computer set-up/maintenance. She was born and raised in northern Indiana and relocated to Texas in 1982.

Dee Johnstone

Licenses: 7,24,63, Insurance, completed a BS degree in Finance from MSU. Dee recently joined World Choice to oversee Operations and Brokerage Services and comes with nine years experience in the securities industry. His tenure includes 5 years with Raymond James, 3 years at Miller, Johnson, Kuehn and 1 year with GSG Securities. Dee is originally from Montana and spent nine years in Florida. He has been in Texas since 2006.

Cathy Schwindt

Cathy has been at World Choice since 2000 and has 20 years of business office experience. She answers our phones, maintains files, handles the mail, does data entry and performs cold calling for prospective reps. Cathy is excellent with reps and customers and has become an integral part of our team.



Our Business Philosophy

Providing the best investment choices to our reps and their customers is our commitment. There is one guiding principle by which we operate, and that is our customer's best interest comes first. By adhering to that rule, our own interests are best served in the long-run. We have no proprietary products. We are a service company and the ONLY way we can distinguish ourselves from our competition is by how we service our reps and their customers. Our search is for professionals who are looking for a Broker/Dealer relationship, not just a place to clear their business. World Choice Securities is a small boutique firm who gives attention to each representative on a personal level. We consider our role to be your "Strategic Partner", to help you achieve your goals. Success is fun!



Mission Statement

Our Mission is to bring excellence to our clients, brokers, and employees by offering superior financial management and accomplishing this with style, integrity and caring relationships.