Gavin Morrissey

Vice President, Wealth Management

Advanced Planning and Insurance, Commonwealth Financial Network®

  • Serves as a resource on issues that involve estate planning, as well as charitable, tax, stock option, concentrated stock, and high-level insurance planning
  • Manages Commonwealth's trust and charitable administration relationships, in addition to the firm's concentrated stock resources
  • Double major in economics and art, Lafayette College; JD, Thomas Jefferson School of Law; LLM in Taxation, San Diego University School of Law
  • Holds FINRA Series 4, 7, 24, 53, 55, 63, and 65 securities registrations
  • Since joining Commonwealth in 1998, he has worked in various departments to gain a broad-based knowledge of the internal workings of a full-service broker/dealer