Richard T Morrison

About Richard T Morrison

We work with Individuals, Families, and Businesses to coordinate every financial decision they will make throughout the accumulation, distribution, and preservation phases of their lives. We have 4 goals that we strive to achieve for our clients- Help Build more enjoyable wealth - Help Reduce Risk - Maximize Protection - Work Within your current cash flow decisions If we can achieve these 4 things for you, we consider it a service well done. Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc,(HTK), Registered Investment Advisor, Member FINRA SIPC 80••••••37, HTK is a wholly owned subsidiary of Penn Mutual. HTK does not offer tax or legal advice. Insurance licensed in the resident state of: Pennsylvania Securities registered in the state(s) of: Pennsylvania. This is not an offer or solicitation in any state(s) where not properly licensed and/or registered. For registration or licensing information, please contact me at my office at LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA / SIPC 80••••••37, Strategic Financial Designs is unaffiliated with HTK. Strategic Financial Designs, LLC is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances. Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts. None of the listed recognitions are indicative of the recipient’s future performance or success. CA Insurance License #0M48••••••••55RG_Nov26

Experience

1. Partner

   Strategic Financial Designs

   Jan 2017 — Present · Pittsburgh, PA, US

Education

• University of Cincinnati

  Bachelor of Science (B.S.)

  2006 — 2011

• University of Cincinnati

  Bachelors

  2006 — 2011

Skills

• Life Insurance
• Customer Retention
• Fha
• Usda
• Whole Life Insurance
• Microsoft Office
• General Insurance
• Customer Service
• Customer Satisfaction
• Analysis
• Real Estate
• Mortgage Lending
• Va Loans
• Gis Analysis
• Management
• Sales
• Problem Solving
• Mortgage Origination
• Va
• Refinance
• Microsoft Excel
• Insurance
• Loans
• Excel
• Gis Applications
• Asset Protection
• Debt Restructuring
• Phfa
• Equity Indexed Annuities
• Banking
• Strength
• Variable Annuities
• Team Building
• Umbrella Insurance
• Finance
• Strategy
• Leadership
• Strength Training
• Property & Casualty Insurance
• Indexed Annuities