Debra L. Morrison, CFP®, MS, AEP

Current

• Inspirational Corporate Coach at Mark Victor Hansen's MEGA Inner Circle
• Fee-only Certified Financial Planner at Trovena
• Motivational Keynote Speaker at Debra L. Morrison Speaks, LLC

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Connections

500+ connections

Industry

Financial Services

Debra L. Morrison, CFP®, MS, AEP’s Summary

I am a 30-yr professional working in personal finance as a Certified Financial Planner with my Masters of Science degree in Retirement Planning. I've been featured as an expert in investing and financial planning with ABC, Fox, CNN, and CNNfn, the latter two of which I've co-hosted a live-call in show on investing for 1.5 years, opposite Stuart Varney and John Metaxsis.

I feast on knowledge and adventure and espouse ultra high energy—some say the Energizer Bunny gets it’s inspiration from me. I choose friends for the long haul, am perfectionistic yet have a keen ability to see the 30,000 ft view. I am living large, which I define as working hard and playing all out grounded in my rich spirituality and (thankfully) a healthy body. I choose to use my power to empower those less fortunate, both in the US and abroad—visit my website, www.msmorrisonspeaks.com for the latest list of charities I passionately support. I am jazzed to use and own great tools that work dependably and am not afraid to spend money to save time and improve efficiency. I hate waste of any kind.

I am a flexible and spontaneous self-starter; thriving on seeing, and acting on, new possibilities. I enjoy listening to, and helping people and am passionate about inspiring people to dream and motivating them to take the first step towards achievement. I sometimes don’t take adequate time to celebrate victories, driven to catch the next brass ring—mine and others’; engaging them to consider stretching beyond their current thresholds.

I enjoy problem-solving, crap detecting, being efficient, multi-tasking, doing the impossible, going the extra mile and championing the causes of the oppressed. While I do not need instant gratification, I am rejuvenated by results, and prefer to surround myself with people far smarter and more experienced.

My two biggest assets: Time and Health

Debra L. Morrison, CFP®, MS, AEP’s Specialties:

Financial Planning, Retirement Planning, Investments, Investing, Personal Financial Planning, Estate Planning, Effective Investment, Planning Strategies, Professional Training & Coaching, Empowering Women, Speaking Series for Women, Speaker Series for Women, Motivational Speaking

Debra L. Morrison, CFP®, MS, AEP’s Experience

• Inspirational Corporate Coach

  Mark Victor Hansen's MEGA Inner Circle

  (Professional Training & Coaching industry)

  January 2007 — Present (3 years )

  Create Enlightened Wealth for Enlightened Futures worldwide, works to make a difference in eradicating illiteracy and contributes to micro financing for the world's working poor.

• Fee-only Certified Financial Planner

  Trovena

  (Financial Services industry)

  February 2000 — Present (9 years 11 months)

  30 years' experience in personal financial planning and asset management. Earned her Masters of Science in Retirement Planning and has helped hundreds of clients face and conquer their fears and attain financial security.

• Motivational Keynote Speaker

  Debra L. Morrison Speaks, LLC

  (Financial Services industry)

  January 1979 — Present (31 years )

  Motivates audiences of mature women to master their finances, through generous helpings of humor and analogy.Empowering women to break out of their white-knuckled fear and paralysis about their finances. Women will learn easy tips to manage their fears-including that of becoming a bag lady -- thereby increasing both their net and self worth.

Additional Information

Debra L. Morrison, CFP®, MS, AEP’s Interests:

motivational speaking, inspirational coaching, women empowerment, women and investing, women and money, mature women, mature women investors, speaker series for women, widows, widowhood, financial planning, retirement planning, rich women, financial empowerment, married women and finances, financial security, women, money, empowerment, retirement activities for women, golf, camping, hiking, scuba diving, charities, helping people, inspiring people, problem solving

Debra L. Morrison, CFP®, MS, AEP’s Groups:

Certified Financial Advisors, LLC, Mark Victor Hansen's MEGA Inner Circle, Financial Planning Association, Passaic Bergen Life Underwriters Association, Registry for Financial Planning Practitioners, Fairleigh Dickinson University, ew Jersey Association of Women Business Owners, Executive Women of NJ, Business & Professional Women's Association, National Organization for Women, Estate Planner Council of Bergen County, Kirkridge Retreat Center Board of Directors

•    Women 2.0
•    NJ Association of Women Business Owners (NJAWBO)
•    CERTIFIED FINANCIAL PLANNER™ Certificant
•    Financial Advisor Network (FAN)
•    TD Ameritrade
•    ICREW
•    William Paterson University of New Jersey
•    Finance Industry Professionals Worldwide
•    9/11 - Never Forget
•    EMwomen
•    Women in Insurance and Financial Services
•    Let's Connect! (Open Networkers)
•    The Language of Luxury
•    New Jersey Networking Group
•    Motivation Nation
•    Lincoln Financial Group Employees and Alumni (managed by Lincoln Financial Group Human Resources)
•    Shopping Is Fun
•    Drive ERP
•    NY/NJ Business Owners, Entrepreneurs and Start-Ups
•    NY/NJ Women & Minority Business Owners and Entrepreneurs
•    The NJ Networking Forum
•    LinkedWomen
•    Mature Women Empowerment Group

Debra L. Morrison, CFP®, MS, AEP’s Honors:

Life Underwriter of the Year, 1982
Who's Who in Finance & Industry
Who's Who of American Women
Nationwide Register's Who's Who in Executives and Business

Debra L. Morrison, CFP®, MS, AEP’s Contact Settings

Interested In:

• consulting offers
• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch