Debra L. Morrison is a highly experienced Fee-Only Certified Financial Planner® practitioner with over 42 years of wisdom in Retirement Planning and Investment Management. She is focused on helping clients achieve their life dreams and goals by designing strategies and a roadmap that puts as much life into their months and years as possible while minimizing income and estate taxes and overall risk. With her vast experience, Morrison has been featured in several media outlets such as ABC, Fox, CNN and The Wall Street Journal, among others.

Morrison's educational background includes a Bachelor of Science degree in Business Administration from Messiah College and a studied MS in Retirement Planning at College for Financial Planning. She is affiliated with organizations like Women Navigating Finances, LLC as a Financial Coach, former Heartbreak to Happiness® Grief Coach at Grief Coach Academy, and was a motivational keynote speaker at Debra L. Morrison.

As a former Inspirational Corporate Coach at Mark Victor Hansen's MEGA Inner Circle, Morrison has a unique perspective and approach to the world of finance that differentiates her from other financial consultants. Known for her ability to use everyday analogies instead of complex financial terms, she is passionate about educating her clients on what they may not know about their finances, which could cost them in the long run. By leveraging her expertise and wisdom, Morrison offers solutions to clients who seek to convert lump sum nest eggs into sustainable lifetime income.