A fee-only wealth manager
for Capital Financial Advisors, LLC, Debra has 30 years of experience
in personal financial planning and asset management. She earned her
Masters of Science in Retirement Planning, and has helped hundreds of
clients face and conquer their fears and attain financial security.
A Certified Financial Planner and Accredited Estate Planner, Debra consistently
logs more than 3 times her required annual Continuing Education Credits,
constantly seeking effective investment and planning strategies that
enhance her client's net worth while mitigating that four-letter word,
risk. Her attention to detail and ability to translate complex financial
arrangements into understandable terms is unparalleled.
However, what really
sets Debra apart has nothing to do with her formidable financial skills.
Her clients consistently rave about her caring and personalized service,
which they say was sorely lacking from big firms. For instance, she
completed stock option paperwork and drove it to the client’s– a
World Trade Center Widower, left with the daunting task of raising his
children alone – home for his signature garnering him over $18,000
he didn't even know he could access. She has celebrated birthdays and
special anniversaries with her clients, and even held their hands as
they lay dying. The quality Debra has is that she cares, deeply and
truly, about her clients – not just their money, but their well-being,
happiness, and fulfillment in life.
Debra’s special personal
attributes, coupled with her wealth of experience gained from heading
her own firm for 14 years, has given her such credibility that she has
been featured on CNN, ABC, MSG’s MetroMoney and CNNfn, as well as
being 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. 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 is a sought after
international motivational speaker who motivates audiences of mature
women to master their finances, through generous helpings of humor and
analogy.
Debra has served on
the Development Committee for both The Women’s Fund of New Jersey
and the Wayne Chamber Orchestra as well as served on the Philharmonic
Orchestra of New Jersey Board of Directors. As an Adjunct Professor
at Fairleigh Dickenson University she currently serves as President
of the Estate Planner Council of Bergen County as well as Treasurer
of the Kirkridge Retreat Center Board of Directors. She volunteers for
Special Olympics and Habitat for Humanity and enjoys skiing, golf and
scuba diving in her spare ti
There is a positive side and a negative side, at each moment you decide.
Debra L. Morrison Speaks, LLC
Motivational Keynote Speaker
Inspirational Corporate Coach
4 Beaverbrook Road, #122
Lincoln Park, NJ 07035
877-BE-WISE2 (877-239-4732)
FAX: 800-620-4232
Email