Debra L. Morrison

Finance

Profile

Debra holds a BS is Business Administration, an MS in Retirement Planning and holds the CERTIFIED FINANCIAL PLANNERTM designation.
She has been providing wealth management services since 1978.
Debra is a frequent guest on CNN and has been quoted in The Wall Street Journal, Money Business Week,Investment News, USA Today, Family Money, Nation's Business, and American Online's Moneywise.
A member of the National Association of Female Executives and the Estate Planning Council of Bergen County, Debra is listed in Who's Who of American Women and in Who's Who in Finance and Industry.
She also has served as a member of the Development Committee for the Wayne Chamber Orchestra.

Former positions of Debra L. Morrison

Companies	Position	End
RegentAtlantic Capital LLC RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients.	Portfolio Manager-Equities	14/12/2005

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Experiences
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Private companies

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Linked companies

Private companies	1
RegentAtlantic Capital LLC RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients.	Finance