Nicholas Morrison, CFP^®

Morrison Wealth Advisors is a Raleigh based Financial Planning firm dedicated to helping people over age 50 reduce taxes, invest smarter and maximize their retirement income. We aim to take the complexity off your plate so you can spend more time enjoying life. Growing up, my grandparents took two very different financial paths. I saw the ramifications, both good and bad, decisions can have on our finances, family and well-being. This inspired me to want to help others build and maintain healthy financial habits. After 14 years helping families grow and protect their wealth, I founded Morrison Wealth Advisors to focus on serving retirement savers age 50 and over. There is a lot on the line when someone switches gears from building to living off their nest egg. This transition often comes with a lot of new decisions to make, and the rules are constantly changing. That’s why I believe retirement savers benefit from working with an advisor who specializes in helping this stage of life. Previously, I held several roles at Fidelity Investments, where I helped over 1,000 families transition into retirement with confidence. At the time of my departure, I was the lead advisor on approximately $1.4 billion in investable assets. Working at a large and well-respected institution gave me the opportunity to learn from industry experts and support clients across a wide range of scenarios. Over time, I came to realize my greatest impact came from helping people turn a lifetime of work into a confident retirement. I made the decision to start Morrison Wealth Advisors to offer the kind of personalized, in-depth planning that’s often difficult to provide within a larger firm. I grew up in Holly Springs and now live in Raleigh with my wife, our two boys, and a baby girl on the way. Outside the office, you’ll find me on the golf course, traveling, cheering on my kids at their games, or rooting for the Carolina Hurricanes.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes