Deanna Morell, CFP®, CRPC®
Deanna founded Morell Financial Group, Inc., in 2013 after 15 years in the financial planning industry in order to provide truly independent and comprehensive advice and a broader range of investments and insurance. She partnered with Commonwealth Financial Network® because it's a premier independent broker/dealer. Commonwealth has won numerous awards for service to advisors and clients.
Deanna grew up in Palmyra and graduated from the University of Rochester. She worked in the credit management field until starting her financial planning career in 1998 with Ameriprise, formerly IDS American Express Financial Advisors. American Express was well known for its thorough professional training, which gave Deanna an excellent foundation. Due to the quality of the advice she provided, client satisfaction scores, and her excellent client service, Deanna achieved their Platinum Advisor designation.
Deanna is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning CounselorSM, and a member of the Financial Planning Association. She holds the FINRA Series 7, 63, and 65 securities registrations (through Commonwealth Financial Network).
Deanna is a past exalted ruler and member of the B.P.O.E. Newark Elks Lodge, as well as the Newark Rotary Club and the Greater Newark Chamber of Commerce.
Deanna lives in Palmyra with her two children, Collin and Alyssa. Most hobbies are currently on hold since the babies were just born in 2013, but when she does have free time, she enjoys cooking, gardening, riding her Harley, and spending time with friends.