Loren J. Morrison

Vice President/Investments

Licenses

  • Series 7, General Securities Representative
  • Series 63, Uniform Securities State Agent
  • Life and Variable Insurance (including annuities)

Experience

With nearly two decades of investment industry experience, Loren has developed a highly personalized wealth management practice with an intent focus on portfolio analysis, comprehensive wealth planning, and customized investment strategies for successful families, individuals, and businesses.

Loren seeks to provide best-in-class service to every client, with careful attention to detail in formulating an investment plan that is tailored to align their unique objectives. Having a passion to share his knowledge and experience with others, he has conducted educational seminars covering various financial topics for both clients and the general public.

Phone (248) 663-7200
Fax (248) 354-6680