Mark Morrison

Background

About Mark Morrison

The key to successful investing is to develop a tailored strategy designed to meet both short and long-term goals. I work diligently to meet the needs of the individual investor, families and business owners using strategies I have developed in my nearly 10 years as a financial advisors and informed by my 30 years in the financial industry. Whether you need to save for a child’s education, review tax planning strategies, offer a retirement plan for you and your employees, wealth management, preservation strategies, business succession or retirement planning - I can help. Financial planning through a consultative and collaborative process is the mainstay of my business. My wife, Candace, and I are both from the Bangor area, and we settled in Windham back in the early 1990s, raising our children there. Our daughter, Kristen, and son, Greg, recently graduated from the University of Maine, representing the fourth generation of my family to attend UMaine. I also studied at the University of Maine and the University of Southern Maine and earned a BS in Economics. The Morrison family was recently honored with the UMaine Folger Legacy award (2024) honoring our “commitment to excellence, education, public service, professional accomplishments, military contributions, and numerous volunteer roles embraced by each successive generation.” Volunteering and giving back to the community is important. Currently, I am serving my second term as a Town Councilor for Windham, with two years as Council Chair. I am a recent Past President of the Sebago Lake Rotary Club (Rotarian of the year 2017-2018) and was honored as a Paul Harris Fellow in 2023, which is Rotary’s highest honor. As the son of two teachers, education is a priority and it is why I am also a volunteer instructor with many local adult education programs – teaching seminars and courses related to budgeting, personal and business finance, healthcare, retirement plans, social security, estate considerations, business succession planning and employer retirement plans (Simple, SEP, 401ks) and IRAs. Contact my office to schedule a time to discuss what matters most to you. Together, we set reasonable goals, monitor progress, and adjust as life evolves—staying hands-on every step of the way. Let’s connect to see if my approach to thoughtful investing and planning aligns with your objectives.