Meet Our TeamClick a name to learn about that team member.
Veralynn MorrisVeralynn has been a financial and retirement planning specialist since 1980 and in private practice since 1983. A true professional, she specializes in helping her clients maximize their retirement income goals and guides her clients to ensure an orderly and tax-favored asset transfer between generations. Key to her approach is creating a balance covering all facets of the retirement planning process. She has mentored other brokers and shared her knowledge and concepts at the request of leading financial services organizations throughout the country. She has been a convention keynote speaker and is a trusted advisor to her peers. She is often consulted by other professionals to jointly work with their clients to assist and guide them in planning for the future.
A member of the Society of Financial Services Professionals and a Certified Divorce Financial AnalystTM, she is also a member of the President’s Advisory Council at Mount Saint Mary’s University and is active in the Maryland Horse Industry. Veralynn is a longtime resident of Frederick County, and currently resides in Frederick, MD with her husband Richard.