About John Morrison
John is a CFP® certified Morgan Stanley Financial Advisor who focuses primarily on investment, insurance, retirement and estate planning strategies. He is highly adept at helping clients create personalized financial plans that help facilitate a desired lifestyle and preserve wealth for future generations.
John joined Morgan Stanley immediately following his graduation from Endicott College, where he was a varsity baseball pitcher, with a Bachelor of Science degree in business administration in 2014. During the subsequent four years he became ensconced in the Morgan Stanley culture, making the most of those opportunities to reach his goal of becoming a Financial Advisor.
Through his myriad experiences within Morgan Stanley Wealth Management, John has a deep knowledge of the vast resources provided to him by the firm, all aimed at heightening the client experience. In his effort to give his clients the care and attention they deserve, John takes the time to learn as much as possible about his clients before addressing their financial needs and goals, proactively following up on a regular basis to ensure his clients comfortability and success.
Passionate about working towards a better future for all, John believes deeply in the exciting and rapidly growing movement of Impact Investing, which entails investing in companies who take seriously their role to generate a measurable, beneficial social and environmental impact alongside a competitive financial return.
John lives in New York City and is actively involved in his community, mostly through serving as a Chair on the Junior Committee for the Inner-City Scholarship Fund, which aims to change the lives of children with financial needs through tutoring sessions, sports leagues and cultural field trips. Continuing from his playing days at Endicott, John is an avid sports fan with a particular interest in baseball, basketball, football and golf.
Securities Agent: CA, NM, CO, NJ, DE, MI, NY, CT, VT, AZ, OH, NC, PA, OR, LA, HI, WA, SC, NH, MS, ME, RI, FL, DC, TX, TN, MD, MA, GA, SD, VA, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1797195