Through the years, I have come to be known as a nerd for budgeting, solving issues and all things goal oriented. Yes, I am proud to be a nerd – especially when it means serving others to help meet their financial goals. My financial advisement interests and goal setting provided me the opportunity to work in several industries crafting the skill set to grow professionally and personally.
This nerdy financial advisor cherishes each day focusing on Millennials to Our Greatest Generation, Baby Boomers and your financial interests; developing strategies for your specific goals with our established process. I bring visibility to your current position in relation to the end game so we can work together as partners designing the strategies and solutions together, then adjusting as needed through your lifetime.
The icing on the cake: Our industry touches so many other areas, which means I get to learn and partner with some of the most inspiring professionals and share the knowledge with my clients, and you, to keep you informed and educated for sound decision making.
I invite you to get to know me. You will benefit from the knowledge and care that you will discover.
Some of what you will discover about me is when I am not serving my clients, I can be found with my husband, family and friends, enjoying our time together running and walking the local Southern PA and Northern Baltimore County trails, cooking or simply discussing the world around us. I am fortunate enough to have a fun group of comrades, we can get together and discuss things we are told not to, yes religion and politics, and still hug and love each other the next day.
- Retirement Savings Strategies
- Business Retirement Plans
- College Savings
- Insurance & Annuities
- New Investors
- Socially Conscious Investing
My Personal Interests
- Active Lifestyle
- Spending Time with Family
Office Address24 Northbrook Lane Suite 1
Shrewsbury, PA 17361
Phone NumberAndrea M Morrison at (717) 235-9911
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:30PM|
- Web Conferencing
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