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.



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

Visit Eric Fox's website

Team

Wanda Shenk

Wanda Shenk

Client Relationship Manager

Qualifications

  • Series 7 & 63
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