After years with a large financial institution, I moved my retirement portfolio to Morrison Wealth Advisors for a more personalized approach. As a retiree, my priorities are family, travel, and long-term financial security. I’ve known Nick for years and have always admired his integrity and sound judgment. He’s not only my advisor but also my son-in-law. I never moved my assets to his previous firm because, to me, one large financial institution seemed the same as another. But when he launched his firm, I felt confident consolidating my investments with him. Nick created a plan that fits my lifestyle and future goals. He has always provided quality advice with the utmost professionalism. Now, when I reach out for financial guidance, I truly feel like a valued client. I highly recommend Nick and Morrison Wealth Advisors to anyone seeking trusted, personalized financial guidance.
Relationship to Financial Advisor: Client as of Jun 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Mother in Law