Team

Professionally, she began her career in investment banking focusing on commercial real estate and raising debit and equity for public companies.  This provided in-depth understanding of investing strategies, which is applicable for both corporations as well as for individual investors.

Annie Morrison earned her certification of CERTIFIED SENIOR ADVISOR^® from the Society of Certified Senior Advisors^® (2021), Chartered Retirement Planning Counselor ^SM (2013)and Accredited Asset Management Specialist ^SM (2014) from the College for Financial Planning with over 35 years of financial industry experience.  By working independently, she is not managed to meet corporate “annual sales goals” with service on the periphery, rather the emphasis is on understanding and servicing the client to meet THEIR goals.

To appreciate the dynamics of her aging client’s needs, Annie was previously a member of the Community Advisor Board of the Center for the Study of Aging at McDaniel College in Westminster, MD.  The program aspires to expand personal and professional knowledge of the aging processes and improve the quality of interactions with care provided to elders.

 Additionally, Annie was invited to write the “Cents and Sensibility” column for Baltimore’s Child Magazine, a regional parenting publication circulating 50,000 copies monthly in the Baltimore metro area.  Topics included savings, college planning, investing, introduction to LTC, life and disability insurance, credit, and many other financial planning strategies.

 Academically, Annie graduated in 3 ½ years from the University of Massachusetts at Amherst with a Bachelor of Arts in Economics.  As part of her education, she interned with the US Small Business Administration Department of Economic Research completing an exhaustive analysis of Enterprise Zones and the effects of tax credit incentives to enhance urban development across the country.  She also completed a 12-course intensive program, UCLA Personal Financial Planning Certificate Program, in 2002.

She holds Series 7, 63 and 65 registrations as an Investment Advisor Representative of Commonwealth Financial Network, and holds Health, Life and Variable Insurance Licenses, to provide advisory and financial planning services.

Most recently, Annie has incorporated Medicare Supplemental Insurance to her lineup of offerings to be even more holistic in client financial planning.

Annie is passionate about her dogs Finn and Lexi and animal rescue support, fiction reading, cooking, rescuing plants indoors and outdoors gardening.  She loves her time at the beach in Delaware reading, listening to the waves, getting her Vitamin D laughing with girlfriends. 

I guess you could say full circle on another coast from when Zuma originated.  Relaxing and refreshing in her HAPPY PLACE.

Ashley has always had a passion for helping people. She earned her BA in psychology
from Harvard University and planned on becoming a psychologist after graduation. She
never would have thought that 10 years later she would be a co-owner of an
independent financial planning firm with offices in the Boston area of Massachusetts,
Seattle, Washington and Leesburg, Virginia. She now uses the principles she learned in
psychology to help families make smart, confident, and educated financial decisions to
improve their overall well-being and financial stability.

Ashley derives the energy she brings to her clients from her outside-of-work activities
and lifestyle. She splits her year living both in Boston and DC with her husband, Tyler,
son, Liam, daughter, Harper, and golden retriever Bronco. When Ashley is not working,
volunteering, or enjoying time with her family, you can find her playing ice hockey, hitting
the links, or training for her next marathon.

Ashley joined Vantage Point Financial in July 2012 as a Client Services Manager. She
earned her CERTIFIED FINANCIAL PLANNER ®  certification from Boston University in
2015. Ashley became an Investment Adviser Representative of Commonwealth
Financial Network ®  in 2016. In 2018, Ashley was named partner and became a co-
owner of Vantage Point Financial. Ashley’s accomplishments, industry contributions,
and leadership were recognized in 2019 when she was named to InvestmentNews’ 40
Under 40* award showcasing rising talent within the financial advisor community.

Education:
 Bachelor of Arts, Concentration in Psychology—Harvard University, Cambridge,MA
 Certified Financial Planner Certificate Program—Boston University, Boston, MA

Designations & licenses:
 CERTIFIED FINANCIAL PLANNER ™  Professional
 FINRA General Securities Representative (Series 7)
 NASAA Uniform Combined State Law Examination (Series 66)
 Massachusetts Life Insurance License
 Accredited Investment Fiduciary ®  (AIF ® ) Professional Associations:
 Financial Planning Association (FPA)

*2019 Investment News 40 under 40, created by Investment News. Presented in June 2019, based on data gathered in 2019. Over 1000 advisors were considered, 40 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.