Sharon Morrison

Background

About Sharon Morrison

I have more than 35 years of experience in working with people wherever life and wealth intersect. I provide wealth planning and investment advice to individuals, families, corporations, employees and private foundation boards, helping them manage the unique issues that arise with substantial wealth accumulation. I also speak frequently to both small and large groups (specifically women) on money and financial planning topics, as well as presenting seminars to donors and prospective donors for foundations and nonprofit organizations. I have been an independent Investment Advisor for 20 + years and my previous positions include serving as the operations and trading manager for a small private broker/dealer in Seattle and operations manager in the U.S. Bank Trust Department in Sacramento. Today, I love solving problems for clients and helping them think in new ways about solutions and ideas for their wealth, both now and in the future. A voracious reader, a few of my favorite authors are Madeleine L’Engle, J.R.R. Tolkien, C.S. Lewis, Kathleen Norris and David Baldacci, as well as any biography I can get my hands on. I also love gourmet cooking, theater (including directing plays), history, spectator sports like football, hockey and baseball, and traveling to historic destinations such as Scotland and Ireland. Education and Certifications CERTIFIED FINANCIAL PLANNER™ professional Accredited Investment Fiduciary® Professional Seattle Pacific University University of the South @ Sewanee Affiliations Current Investment Committee member of Episcopal Diocese of Northern California Current Treasurer and Past President, Board of Directors, Child Advocates El Dorado (CASA El Dorado). Member, Advisory Board of Directors, Taproot Theatre Company, Seattle, Wa Past President, Western Pension & Benefits Conference, Sacramento Chapter