1 / 8

Veralynn Morris Capital Portfolio Management - Financial Services Industry

Registered Investment Advisor Veralynn Morris of Capital Portfolio Management joined the firm in 2014. She has 30 years of experience in the financial industry and focuses on crafting cohesive, all-encompassing financial plans that integrate each clientu2019s short-, mid-, and long-term goals.

Veralynn
Download Presentation

Veralynn Morris Capital Portfolio Management - Financial Services Industry

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Veralynn Morris Capital Portfolio Management Financial Services Industry

  2. Registered Investment Advisor Veralynn Morris is a registered investment advisor with Capital Portfolio Management. She has built an exceptional resume over the last three decades in the financial services industry and provides insight and guidance to clients.

  3. Mediator and Expert Witness Veralynn has served as a mediator and expert witness in financial matters. She is a Qualified Domestic Relations Order (QDRO) specialist. Veralynn has served as a mediator and expert witness in financial matters. She is a Qualified Domestic Relations Order (QDRO) specialist.

  4. Clients Manage Investments Veralynn Morris, a seasoned professional at Capital Portfolio Management received her B.A. in business from Mount Saint Mary’s University. She completed her graduate studies in Accounting and Financing as well. Veralynn helps her clients manage investments, wealth planning, and divorce finance.

  5. Pursue Affiliations and Certifications Veralynn helps her clients manage investments, wealth planning, and divorce finance. She is recognized as a leader in her field, and she continues to pursue affiliations and certifications to broaden the scope of her financial investment acumen.

  6. Experience to Serving Clients Veralynn maintains a profound understanding of investment strategies and adds immense value to the firm. She applies her exceptional knowledge and experience to serving clients in the area of divorce finance, and she is recognized as a leader in the wealth management sector.

  7. Contact Us To Know More https://www.pinterest.com/veralynnmorriscapital https://qiita.com/veralynnmorriscapital https://bio.link/veralynnmorris_

  8. Veralynn Morris Capital Portfolio Management

More Related