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Our financial advice team


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

Geoffrey Morrissey

Financial Advisor

The Woerdeman Financial Group
6
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

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