Team

Team

Annie Mussoni Morrison, CRPC®, AAMS®, PFP®

Principal

Phone: (443) 468-3280
Fax: (443) 740-9198

Annie Morrison earned her credentials of Chartered Retirement Planning CounselorSM and Accredited Asset Management SpecialistSM from the College for Financial Planning with over 29 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.

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.

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.

Annie is married to Jeff, a Carroll County Public Schools Music Teacher at Oklahoma Road Middle School.  They live in Hampstead, MD raising two children, Sophia and Brody along with their rescue dogs, Finn and Lexi.

 

Vickie L. Leese

Financial Advisor

Phone: (410) 751-5075
Fax: (443) 289-8587

Vickie brings 18 years of financial services experience to Zuma. She has a wealth of experience, including developing relationships and maintaining partnerships built on mutual trust and respect. It is important to take into consideration your current lifestyle and future goals to help develop a financial plan. There is a clear understanding that even the best plan needs to be updated periodically.

Vickie studied at Penn State University. She holds FINRA Series 7, 63, and 65 securities registrations as an Investment Advisor Representative of Commonwealth Financial Network, and also holds health, life, and variable insurance licenses to provide advisory and financial planning services to her clients. She has been a keynote speaker in Baltimore, Carroll, and Frederick county school systems and has a passion for the topic of women and investing.

Vickie enjoys spending time with her two daughters, their significant others, and her grandchildren. She gets away as often as she can to the beach, where she loves relaxing. Her goal is to help you find financial independence so that you enjoy life to the fullest!