Daniel P. Morrissey, CFP®, CRPC®, CFS® a Private Wealth Advisor with Heartland Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, LLC, in Lebanon, has qualified for the company’s Circle of Success annual recognition program and will be honored for this achievement in 2023.
To earn this achievement, Morrissey established himself as one of the company’s top advisors. Only a select number of high-performing advisors earn this distinction.
He has 38 years of experience with Ameriprise Financial.
As a Private Wealth Advisor, Morrissey provides financial advice that is anchored in a solid understanding of client needs and expectations and is delivered in one-on-one relationships with his clients. For more information, please contact Daniel P. Morrissey at (717) 270-6937 or visit the Ameriprise office at 1536 Cornwall Road, Lebanon, PA 17042.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With a network of approximately 10,000 financial advisors and outstanding asset management, advisory and insurance capabilities, we have the strength and expertise to serve the full range of consumer financial needs. For more information, visit heartlandwealthadvisors.com.