James C. Morrow, CFP®, AEPPrivate Wealth Advisor
Phone: 724-743-6120 Mr. Morrow. specializes in comprehensive personal financial planning with more than 25 years of experience in the financial services industry. He is a former adjunct faculty member of both the College of Financial Planning and Duquesne University’s School of Leadership. He holds his Series 7 (General Securities), Series 63 (Uniform Securities Agent State Law), and Series 24 (Registered Principal). Mr. Morrow and his firm help affluent individuals and family-owned businesses accumulate, manage, and preserve their financial wealth. This is accomplished after a thorough knowledge of the client’s current situation has been obtained, short- and long-term objectives are identified, and a high degree of commitment to helping to meet their objectives has been secured. Then, through various strategies, designs, and products, action steps are taken to help clients toward achieving their financial objectives. Education
CRN 200906-203150 |
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Associates of Mosaic Consulting are registered representatives of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliate companies. CRN200802-2013632 Firm disclosure information available at www.LFG.com Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. |
