Debra L. Morrison
CFP®, MS, AEP
NJ, USFeatured on CNN, ABC, MSG’s MetroMoney and CNNfn & quoted in The Wall Street Journal, USA Today, Nation’s Business, Ladies Home Journal, Business Week, Family Money, Garden State Woman, Investment News, Dermatology Business Management, Journal of Financial Planning, Money, CNN Money, Financial Advisor, America Online's Moneywise, The Star Ledger and Reader’s Digest, Debra is a sought after international motivational speaker.
Her 29 years of experience in the personal finance and investment planning profession, and her current fee-only wealth management practice with Capital Financial Advisors equips Debra to understand how competent business women can still require education and support to eradicate negative socialization and family money messages. She teaches and coaches boomer women in the Rules of the Investing Game.
Debra received her Bachelor of Science in Business Administration, a Masters of Science in Retirement Planning and holds both the Certified Financial Planner®, and Accredited Estate Planner designations.
She is listed in Marquis' Who's Who in Finance & Industry & Who's Who of American Women as well as Nationwide Register's Who's Who in Executives and Business.
Debra has served on the Boards of the Philharmonic Orchestra of New Jersey & the Wayne Chamber Orchestra and chaired the Development Committee for the Women's Fund of New Jersey.
She currently serves as Treasurer of the Kirkridge Retreat Center Board of Directors, Secretary of the prestigious Estate Planner Council of Bergen County, and volunteers for Special Olympics and Habitat for Humanity.
Debra Morrison can be reached at 877-BE WISE2 (877-239-4732) or info@debralmorrisonspeaks.com
Featured on CNN, ABC, MSG’s MetroMoney and CNNfn & quoted in The Wall Street Journal, USA Today, Nation’s Business, Ladies Home Journal, Business Week, Family Money, Garden State Woman, Investment News, Dermatology Business Management, Journal of Financial Planning, Money, CNN Money, Financial Advisor, America Online's Moneywise, The Star Ledger and Reader’s Digest, Debra is a sought after international motivational speaker.
Her 29 years of experience in the personal finance and investment planning profession, and her current fee-only wealth management practice with Capital Financial Advisors equips Debra to understand how competent business women can still require education and support to eradicate negative socialization and family money messages. She teaches and coaches boomer women in the Rules of the Investing Game.
Debra received her Bachelor of Science in Business Administration, a Masters of Science in Retirement Planning and holds both the Certified Financial Planner®, and Accredited Estate Planner designations.
She is listed in Marquis' Who's Who in Finance & Industry & Who's Who of American Women as well as Nationwide Register's Who's Who in Executives and Business.
Debra has served on the Boards of the Philharmonic Orchestra of New Jersey & the Wayne Chamber Orchestra and chaired the Development Committee for the Women's Fund of New Jersey.
She currently serves as Treasurer of the Kirkridge Retreat Center Board of Directors, Secretary of the prestigious Estate Planner Council of Bergen County, and volunteers for Special Olympics and Habitat for Humanity.
Debra Morrison can be reached at 877-BE WISE2 (877-239-4732) or info@debralmorrisonspeaks.com
