Daniel P. Morrissey becomes an Ameriprise Financial Hall of Fame Member

Daniel P. Morrissey, CFP^®, CRPC^TM, CFS^® a Private Wealth Advisor with Ameriprise Financial Services, LLC in Lebanon, has earned membership in the company’s exclusive Hall of Fame.

Introduced in 1986, the Hall of Fame is designed to recognize exceptional professionals who have achieved years of consistently high performance. The Ameriprise Financial Hall of Fame is considered a lifetime achievement award.

3% percent of Ameriprise financial advisors have earned the prestigious Hall of Fame distinction. Morrissey was one of only 35 advisors to achieve this milestone in 2023¹. He has 40 years of experience with Ameriprise Financial.

As a Private Wealth Advisor, Morrissey provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with his clients. For more information, please contact Daniel P. Morrissey at (717) 270-6937, visit the Ameriprise office at 1536 Cornwall Road, Lebanon, PA 17042 or visit their website.

¹Ameriprise internal reporting.

² Company founded June 29, 1894.

Daniel P. Morrissey, CFP^®, CFS^®, CRPC^TM, is a Private Wealth Advisor with Heartland Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, LLC. in Lebanon, Pennsylvania. He specializes in fee-based financial planning and asset management strategies and has been in practice for 40. To contact him, go to www.heartlandwealthadvisors.com or call (717) 270-6937 at 1536 Cornwall Road, Lebanon, PA 17042.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

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