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Team

At Morrison Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can approach your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Kirby Morrison MBA, AAMS

LPL Registered Principal

619-567-4640

619-462-1204

kirby.morrison@lpl.com

When Kirby started his career in 1996, he built a practice based on open communication and his desire to make a definable difference in each and every client’s life. Kirby values the relationships that have grown over the years...

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