Broker Check
Rob Morrissey

Rob Morrissey

Certified Financial Plannerâ„¢

Rob graduated from Iowa State University in 1986 with a degree in Agricultural Business, from there he began his career in the financial services industry. In 1993 Rob completed the Certified Financial Planner program.

Rob's experience and professional affiliations have fostered his practical approach to offer investment planning to his clients. Rather than just recommending a hodgepodge of unrelated products first, Rob will consider the client's specific financial goals and investment objectives. Rob works with his clients to formulate a strategy to help them achieve their goals. He will then recommend the appropriate products and services to help clients execute their strategy through the best companies available to financial professionals. Rob understands the importance and impact of financial security and protection in life. His client relationships are long-term. This allows him to help clients through every phase of their lives as well as to provide support in times of change or need.

Rob resides in Lee's Summit, MO where he lives with his wife and two children.