Audrey Morrison (CDFA, CFP®, MBA)
Audrey Morrison focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- College/Education Planning
- Divorce Planning
- High Net Worth Client Needs
- AUM
- Baby Boomers
- Business Owners
- College/Education Planning
- Divorce Planning
- High Net Worth Client Needs
NAPFA Start Date
April 10, 2019