About Morrissey Wealth Management

Morrissey Wealth Management was founded in 2010 by company President and CEO, Edward W. Morrissey. Our wealth management services are designed to address your unique personal needs as you save for your future and then pass on your accumulated wealth to future generations and/or charitable bequests.

In addition to our comprehensive planning process, we offer a broadly diversified portfolio of quality products to help assure you that every aspect of your wealth portfolio is addressed and understood as part of your overall plan. Our focus is helping high net worth individuals and business owners incorporate the necessary planning strategies that allow them to accumulate, protect, preserve and distribute their wealth in accordance with their goals and objectives.

Edward W. Morrissey

Company President & Private Wealth Advisor

I work closely with high-net-worth individuals and business owners, developing strategies to help identify their wealth and estate planning goals, then determining appropriate strategies to address those important personal objectives.

Through life insurance, annuities and a variety of comprehensive products, I help my clients and their referrals toward obtaining financial stability and security to protect their families and businesses.

With more than 35 years of experience in the financial services industry, I am dedicated to providing my clients with the professional and individual attention necessary to help them achieve their personal objectives and goals, while offering continued service as their needs changes.

I am a lifetime member of the Million Dollar Round Table (MDRT) and a qualifier for MDRT’s Top of the Table membership.

Awards:

MDRT Top fo the Table Qualifier

Top of the Table Member MDRT - Morrissey Wealth Management Services

Focus:

Implementing Advanced Planning Strategies to Accumulate and Distribute Wealth

The Qualifying and Life (QL) Member was created by the Million Dollar Round Table (MDRT). The requirementsdo not evaluate the quality of services provided and is granted for one year only. All members must apply everyyear to continue their affiliation with MDRT. Being a QL is not indicative of the applicant’s future performance.