Team photo for The Woerdeman Financial Group
The Woerdeman Financial Group
A private wealth advisory practice of Ameriprise Financial Services, LLC

Meet the team

Geoffrey Morrissey, Financial Advisor serving the Kingston, MA area - Ameriprise Advisors

Geoffrey Morrissey

Financial Advisor
The Woerdeman Financial Group
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Business Retirement Plans
  • Tax Planning Strategies
  • Retirement Income Strategies

Education

  • Bachelor of Arts, Accounting; Emmanuel College; 2012-2015

Previous experience

  • LPL Financial, 2018-2019
  • Columbia Threadneedle Investments, 2019-2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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The Woerdeman Financial Group

Geoffrey Morrissey may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.