Our Team

Helping Clients Retire with Confidence

After beginning his career in education, Dave Morrison transitioned to Vanguard, where he earned multiple FINRA licenses and discovered a passion for financial planning. He became a Certified Financial Planner™ professional in 2022 and later joined Fidelity, broadening his expertise across the financial services landscape. Dave is dedicated to helping clients align their financial goals with clarity and confidence through thoughtful, relationship-driven guidance.

Professional Insight

“After working at two of the largest broker-dealers, Dave Morrison, CFP®, chose a more personal path—believing that trust, clarity, and relationships are the foundation of meaningful insurance solutions.”

Beyond the Office

Outside of work, Dave enjoys playing music, exploring nature with his family, and sharing laughter with his two young sons.