M. David Morrison, a native of Dallas, Texas, currently resides in Plano with his wife, Cindy. He began his career in the financial services industry in 1992 as an insurance agent with a large national firm. However, David quickly realized that investment management and planning were a better fit for his skills and interests. In 1994, he earned his securities licenses and shifted his practice in that direction.
David and Cindy are active members of a local church and serve in various other Christian ministries. They have two sons, two incredible daughters-in-law, and four very loud grandchildren.
If you're looking to invest with a focus on retirement and estate planning and are tired of the traditional buy-and-hold index investment model, give us a call. We believe that David's extensive experience and personalized approach to financial planning make him an excellent choice for those seeking tailored investment strategies.