Deanna Morell, CFP®, CRPC®
Deanna started her financial planning field in 1998 with Ameriprise, formerly American Express Financial Advisors. Then, in 2007, she founded Morell Financial, Inc. In 2013, she partnered with Commonwealth Financial Network® in order to provide truly independent and comprehensive advice and a broader range of investments and insurance. Commonwealth has won numerous awards for service to advisors and clients.
Deanna is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning CounselorSM. She holds the FINRA Series 7, 63, and 65 securities registrations (through Commonwealth Financial Network).
Deanna has a son and daughter in elementary school. In her free time, she enjoys cooking, gardening, reading, walking, and exploring with her kids. She grew up in Palmyra, NY, and graduated from the University of Rochester.