Annie Mussoni Morrison

I hold FINRA Series 7, 65, 63 securities registrations with Commonwealth Financial Network. Member FINRA/SIPC
During 2021, I earned my Certified Senior Advisor (CSA)® credential from the Society of Certified Senior Advisors. During prior years I completed the UCLA Extension Personal Financial Planning "PFP" Designation(2002) , I am a Chartered Retirement Planning Counselor(SM) (2013) and Accredited Asset Management Specialist (SM) (2014) from the College for Financial Planning with over 30 years experience in the investment industry working with individual and institutional investors. For the past 15 years,

I have been focused working with families and business to develop strategies toward attaining a healthy financial future. By listening FIRST to needs and goals, gathering that information to uncover solutions then developing strategies together. Once we agree, I implement to ensure we are working as a successful partnership. I find that by clearly explaining that once we develop the foundation, I will monitor and respond to changes in life updating appropriately, in an effort to attain a desirable outcome. My having experience in analysis, budgeting, investments, insurance, as well as estate and tax planning, combined with the considerable resources of Commonwealth Financial Network enable me to align the proper investments and planning techniques with the goals of any client.