Jay Morrison Email & Phone Number
Who is Jay Morrison? Overview
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Jay Morrison is listed as Paraplanner at Ascent Financial Group, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Jay Morrison.
Jay Morrison previously worked as Merrill Financial Solutions Advisor at Merrill Lynch and Financial Advisor at Equitable Advisors. Jay Morrison holds Bachelor'S Degree, Finance, General from Indiana University Of Pennsylvania.
Email format at Ascent Financial Group
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About Jay Morrison
A native of the Greater Pittsburgh area, I am a financial Advisor at Merrill Lynch who believes in going beyond the numbers and being a resourceful collaborator & trusted advisor who digs deep into how my clients approach saving, spending and sustaining their wealth. I prioritize excellence over the role of a traditional advisor by actively listening, understanding my clients goals, concerns & attitude toward investing and identifying what matters most to you & what you really want your money to do for your personal life, family and community. Me & my team strategically build a personalized wealth plan that evolves with you for achieving your aspirations.Via tailor-made strategies, I provide professional solutions to ensure that our clients have a visible picture as to how they can & will achieve their unique ambitions. Backed by the global infrastructure & vast resources at my firm, I have been able to help my clients maximize their financial potential, provide for their loved ones and help them give back to their communities.A world without proper financial provision & planning can produce waves of destruction, chaos and confusion, so as an advocate for financial literacy, empowerment & community enrichment, I am devoted to the empowerment of individuals and their families by helping them navigate the complexities of managing their finances with confidence to pursue a fulfilling life.Wholeheartedly devoted toward lifting up others and serving people of my community & giving back, I am very active in the community, investing countless hours volunteering, mentoring, discipling and coaching.Let's Connect!
Listed skills include Leadership, Customer Service, Microsoft Word, Microsoft Powerpoint, and 6 others.
Jay Morrison's current company
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Jay Morrison work experience
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Merrill Financial Solutions Advisor
Current
Financial Advisor
Market Analyst
Market Analyst
Marketing Intern
Financial Solutions Specialist
Colleagues at Ascent Financial Group
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Kristine Sabatino
Colleague at Ascent Financial GroupWest Islip, New York, United States, United States
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J(
Jeffrey (Jeff) Gembis
Colleague at Ascent Financial GroupBloomfield Hills, Michigan, United States, United States
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RH
Richard Hyman
Colleague at Ascent Financial GroupQueens County, New York, United States, United States
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TK
Tyler Kang
Colleague at Ascent Financial GroupBaltimore, Maryland, United States, United States
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JG
Jennifer Glynn
Colleague at Ascent Financial GroupNew York, New York, United States, United States
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JQ
Judith Quezada
Colleague at Ascent Financial GroupMcallen, Texas, United States, United States
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JC
Justin Covey, Cpfa®
Colleague at Ascent Financial GroupOklahoma City, Oklahoma, United States, United States
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CC
Colleen Cusick, Cima®, Crpc™
Colleague at Ascent Financial GroupWalnut Creek, California, United States, United States
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GS
Gayathri Sampath
Colleague at Ascent Financial GroupChennai, Tamil Nadu, India, India
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CL
Carmen Lorenzana
Colleague at Ascent Financial GroupWellesley, Massachusetts, United States, United States
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Jay Morrison education
Bachelor'S Degree, Finance, General
High School Diploma
Frequently asked questions about Jay Morrison
Quick answers generated from the profile data available on this page.
What company does Jay Morrison work for?
Jay Morrison works for Ascent Financial Group.
What is Jay Morrison's role at Ascent Financial Group?
Jay Morrison is listed as Paraplanner at Ascent Financial Group.
Where is Jay Morrison based?
Jay Morrison is based in Pittsburgh, Pennsylvania, United States while working with Ascent Financial Group.
What companies has Jay Morrison worked for?
Jay Morrison has worked for Ascent Financial Group, Merrill Lynch, Equitable Advisors, Troutwood, and Cs Mckee.
Who are Jay Morrison's colleagues at Ascent Financial Group?
Jay Morrison's colleagues at Ascent Financial Group include Kristine Sabatino, Jeffrey (Jeff) Gembis, Richard Hyman, Tyler Kang, and Jennifer Glynn.
How can I contact Jay Morrison?
You can use AeroLeads to view verified contact signals for Jay Morrison at Ascent Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Jay Morrison attend?
Jay Morrison holds Bachelor'S Degree, Finance, General from Indiana University Of Pennsylvania.
What skills is Jay Morrison known for?
Jay Morrison is listed with skills including Leadership, Customer Service, Microsoft Word, Microsoft Powerpoint, Sales, Microsoft Office, Powerpoint, and Management.
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