Daniel P. Morrissey,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel P. Morrissey, CFP®

Financial Advisor

Heartland Wealth Advisors

1536 Cornwall Rd
Lebanon, PA 17042-7403
(717) 270-6937 CONNECT WITH Daniel
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Daniel Morrissey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Heartland Wealth Advisors in Lebanon, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 22

Designations & Certifications

  • Other - CFS, CRPC, CSA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

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Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Women's Finances


Helpful Financial Planning Resources