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Veralynn Morris is a registered investment advisor with Capital Portfolio Management. She has built an exceptional resume over the last three decades in the financial services industry and provides insight and guidance to clients. Veralyn Morris provides a robust assortment of investment and financial planning services, and she has been instrumental in helping her clients at Capital Portfolio Management achieve their financial goals while complying with regulatory guidelines.
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Veralynn Morris Capital Portfolio Management A Registered Investment Advisor
Certified Divorce Financial Analyst Veralynn Morris of Capital Portfolio Management is a Certified Divorce Financial Analyst (CDFA) with more than three decades of experience in the financial services sector. She joined the firm in 2014, and she serves clients in the areas of investment analysis, divorce economics, and beyond.
Seasoned Professional at Capital Portfolio Management Veralynn Morris, a seasoned professional at Capital Portfolio Management received her B.A. in business from Mount Saint Mary’s University. She completed her graduate studies in Accounting and Financing as well.
Committed to Excellence in Financial Planning Registered Investment Advisor Veralynn Morris of Capital Portfolio Management joined the firm in 2014. She has 30+ years of experience in the financial industry and focuses on crafting cohesive, all-encompassing financial plans that integrate each client’s short-, mid-, and long-term goals.
Experience in Financial Services Certified Divorce Financial Analyst (CDFA), Veralynn Morris joined Capital Portfolio Management in 2014. She has over 30 years of experience in financial services and is a member and Registered Investment Advisor of the firm.
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