Heartland Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


close

Heartland Wealth Advisors: An Ameriprise advisory practice serving the Lebanon, PA area.
Heartland Wealth Advisors: An Ameriprise advisory practice serving the Lebanon, PA area.

View Larger


Advisors

Daniel P Morrissey, Private Wealth Advisor serving the Lebanon, PA area - Ameriprise Advisors

Daniel P Morrissey

CFP®, CRPC, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Daniel P Morrissey's website
Eric Fox, Financial Advisor serving the Lebanon, PA area - Ameriprise Advisors

Eric Fox

CMFC

Financial Advisor

Chartered Mutual Fund Counselor™
Visit Eric Fox's website


Team

Wanda Shenk

Wanda Shenk

Client Relationship Manager

Qualifications

  • Series 7 & 63
View more