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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Andrew Jaworski
Colleague at Ascent Financial GroupNew York, United States
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Charles Heaton, Crpc™
Colleague at Ascent Financial GroupNorfolk, Virginia, United States
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Mary Paschall
Colleague at Ascent Financial GroupNew York, United States
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Norma Maldonado
Colleague at Ascent Financial GroupDallas, Texas, United States
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Randy Smith
Colleague at Ascent Financial GroupCorpus Christi, Texas, United States
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Mike Lilley, Cfp®, Crpc™
Colleague at Ascent Financial GroupMount Pleasant, South Carolina, United States
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JB
Joe Brigida, Cpfa®, Crpc™, Se-Awma™
Colleague at Ascent Financial GroupFlorham Park, New Jersey, United States
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Yvette Whitley
Colleague at Ascent Financial GroupNavarre, Florida, United States
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Matt Fountain
Colleague at Ascent Financial GroupJacksonville, Florida, United States
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Robert Wilson
Colleague at Ascent Financial GroupNew York, 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 Andrew Jaworski, Charles Heaton, Crpc™, Mary Paschall, Norma Maldonado, and Randy Smith.
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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