Debra L. Morrison, CFP®, MS, AEP
A fee-only wealth manager for Trovena, LLC, Debra has 33 years of experience in personal financial planning and asset management. She earned her Masters of Science in Retirement Planning, and has helped hundreds of clients face and conquer their fears and attain financial security. A Certified Financial Planner™ and Accredited Estate Planner, Debra consistently logs more than 3 times her required annual Continuing Education Credits, constantly seeking effective investment and planning strategies that enhance her client’s net worth while mitigating that four-letter word, risk. Her attention to detail and ability to translate complex financial arrangements into understandable terms is unparalleled.
However, what really sets Debra apart has nothing to do with her formidable financial skills. Her clients consistently rave about her caring and personalized service, which they say was sorely lacking from big firms. For instance, when she completed stock option paperwork and drove to the client’s home – a World Trade Center Widower, left with the daunting task of raising his children alone – for his signature to garner him over $18,000 he didn’t even know he could access. She has celebrated birthdays and special anniversaries with her clients, and even held their hands as they lay dying. The quality Debra has is that she cares, deeply and truly, about her clients – not just their money, but their well-being, happiness, and fulfillment in life.
She is listed in Marquis’ Who’s Who in Finance & Industry & Who’s Who of American Women as well as Nationwide Register’s Who’s Who in Executives and Business. Debra has served on the Development Committee for both The Women’s Fund of New Jersey and the Wayne Chamber Orchestra as well as served on the Philharmonic Orchestra of New Jersey Board of Directors. She volunteers for Special Olympics and Habitat for Humanity. She is Past President of the Estate Planner Council of Bergen County and serves on the Kirkridge Retreat Center Board of Directors.
Debra’s special personal attributes, coupled with her wealth of experience gained from heading her own firm for 14 years, has given her such credibility that she has been featured on CNN, ABC, MSG’s MetroMoney and CNNfn, as well as being quoted in The Wall Street Journal, USA Today, Nation’s Business, Ladies Home Journal, Business Week, Family Money, Garden State Woman, Investment News, Dermatology Business Management, Journal of Financial Planning, Money, CNN Money, Financial Advisor, America Online’s Moneywise, The Star Ledger and Reader’s Digest.
Debra is a sought after international motivational speaker, having spoken to audiences and produced hundreds of seminars on matters financial. An adjunct professor at Fairleigh Dickenson University, she loves to motivate mature women to master their finances, arming them with valuable knowledge to eradicate their fears. Please visit her web site www.msmorrisonspeaks.com for various free reports on understanding your money.
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