PART 2: Brenda A. Morris
Brenda Morris graduated from the College of William and Mary in 1994 after transferring from the University of New Hampshire two years earlier when her family moved to Virginia. She spent over a decade in the financial service industry with a large firm in different capacities, though most recently as a financial planner.
Over the years she grew increasingly uncomfortable with the model to which most of the industry still subscribes. When she felt that the clients with whom she enjoyed working the most often received the least amount of attention, she ventured downtown to coach advisors on the managed money platform, and then later to the financial planning team to consult advisors on the investment planning process.
During this time she worked on her CFP® designation, all with the hope of making a transition back into a role where she could assist clients directly and quite literally spend her day helping people achieve their hopes and dreams.
In addition to holding her Certified Financial Planner™ designation, Brenda has successfully completed the FINRA sponsored Series 6, 7, 63, 66, examinations and is insurance licensed. She is a member of the Financial Planning Association and is the Treasurer on the Board of her homeowner’s association, as well as Treasurer for the Richmond Chapter Society of Alumni for the College of William and Mary. As a coordinator of the annual Richmond Vegetarian Festival and an active member of the Vegetarian Society of Richmond, she enjoys meeting and educating people on the virtues of living a healthy, cruelty-free lifestyle.