This post is paid advertising by Heartland Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC.
Daniel P. Morrissey, CFP®, CRPC®, CFS®, a Private Wealth Advisor with Heartland Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, LLC. in Lebanon, has qualified for the company’s Circle of Success annual recognition program and will be honored for this achievement in 2023.
To earn this achievement, Morrissey established himself as one of the company’s top advisors. Only a select number of high-performing advisors earn this distinction.
He has 39 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 heartlandwealthadvisors.com.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years since our company was founded on June 29, 1894. With extensive investment advice, asset management and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors’ financial needs.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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