Markets may shift – our support doesn’t.
We’re here to help during this period of market volatility and uncertainty.
Skip to main content

Our financial advice team


Geoffrey Morrissey, Financial Advisor serving the Kingston, MA area - Ameriprise Advisors

Geoffrey Morrissey

Financial Advisor

The Woerdeman Financial Group
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Business Retirement Plans
  • Tax Planning Strategies
  • Retirement Income Strategies

Education

  • Bachelor of Arts, Accounting; Emmanuel College; 2012-2015

Previous experience

  • LPL Financial, 2018-2019
  • Columbia Threadneedle Investments, 2019-2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.