Veralynn Morris
Veralynn Morris | |
|---|---|
 | |
| Education | Mount Saint Mary’s University |
| Occupation | Financial Services |
Veralynn Morris is a financial specialist and a registered investment advisor with Capital Portfolio Management. Her career spans over 30 years, and she has experience in investment analysis, divorce economics, retirement planning, and asset transfer. She is a Certified Divorce Financial Analyst (CDFA) specializing in the economics of divorce, including marital property division and pension valuation.
Morris is highly educated and studied accounting and finance in college, which solidified her foundation in financial services. In her role as a registered investment advisor, she crafts comprehensive financial plans that focus on integrating her clients’ short, mid, and long-term objectives. The depth of her understanding of investment sustainability has solidified her reputation as a leader in the financial sector.
Morris is known for her attention to strategy and investment stability, and she blends her financial acumen with an empathetic understanding of the unique challenges of divorce finance.
Education and Career
Veralynn Morris received a Bachelor of Arts degree in business from Mount Saint Mary’s University. She continued to attend Mount Saint Mary’s University for graduate studies in accounting and finance.[1]
Morris’s career spans over 30 years in financial services. After graduating, she began work as a life insurance agent and then expanded to employee benefits, retirement planning, financial planning, and estate planning.[1] She previously served as a partner at Potomac Financial Services Group, LLC, and also worked as a vice president for Griffith-Allied Risk Management.[2]
She has worked as a registered investment advisor with Capital Portfolio Management, located in Timonium, Maryland since 2014.[3] Capital Portfolio Management provides investment and financial planning services to meet clients’ financial goals. She also oversees Divorce Financial Solutions, Inc., providing specialized analysis and mediation.[2]
Morris cites passing Series 65, the Securities Law Exam, as her greatest professional achievement.[1] She is also a Registered Investment Advisor, Certified Divorce Financial Analyst, and Qualified Domestic Relations Order specialist.[4]
Morris hosts financial seminars, including “7 Retirement Roadblocks”, for the public regularly.[4]
Additional Activities
Veralynn Morris uses her financial experience outside of her career for philanthropy. For example, she has contributed time and resources to the Women’s Giving Circle since 2018.[5] Her balance of technical skill and personal touch defines her successes, both personal and professional.
References
- ↑ 1.0 1.1 1.2 Magazine, Brainz (3 October 2023). "Legacy & Leadership: The Financial Odyssey of Veralynn Morris". Brainz Magazine. Retrieved 21 December 2023.
- ↑ 2.0 2.1 Relations, Media (14 September 2023). "Veralynn Morris Invited to Join Elite Group at TruChoice Financial's Peak Performance Workshops". EIN Presswire. Retrieved 21 December 2023.
- ↑ "Strategies for Managing Wealth in Turbulent Economic Times with Insights from Veralynn Morris - New York Weekly". nyweekly.com. 11 November 2023. Retrieved 21 December 2023.
- ↑ 4.0 4.1 "Veralynn Morris Conducts Exclusive Seminars on the "7 Retirement Roadblocks" at Dutch's Daughter in Frederick, Maryland | PRUndergroundPRUnderground". www.prunderground.com. 22 September 2023. Retrieved 21 December 2023.
- ↑ Relations, Media (18 October 2023). "Local Financial Expert Veralynn Morris Contributes to Community Well-being Through Women's Giving Circle". EIN Presswire. Retrieved 21 December 2023.