Debra Morrison

A fee-only wealth manager for Capital Financial Advisors, LLC, Debra has 30 years of experience in personal financial planning and asset management. She earned her Masters of Science in Retirement Planning, and has helped hundreds of clients face and conquer their fears and attain financial security. A Certified Financial Planner and Accredited Estate Planner, Debra consistently logs more than 3 times her required annual Continuing Education Credits, constantly seeking effective investment and planning strategies that enhance her client's net worth while mitigating that four-letter word, risk. Her attention to detail and ability to translate complex financial arrangements into understandable terms is unparalleled.

However, what really sets Debra apart has nothing to do with her formidable financial skills. He clients consistently rave about her caring and personalized service, which they say was sorely lacking from big firms. For instance, she completed stock option paperwork and drove it to the client’s– a World Trade Center Widower, left with the daunting task of raising his children alone – home for his signature garnering him over $18,000 he didn't even know he could access. She has celebrated birthdays and special anniversaries with her clients, and even held their hands as they lay dying. The quality Debra has is that she cares, deeply and truly, about her clients – not just their money, but their well-being, happiness, and fulfillment in life.

Debra’s special personal attributes, coupled with her wealth of experience gained from heading he own firm for 14 years, has given her such credibility that she has been featured on CNN, ABC, MSG’s MetroMoney and CNNfn, as well as being quoted in The Wall Street journal, USA Today, Nation’s Business, Ladies Home journal, Business Week, Family Money, Garden State Woman, Investment News, Dermatology Business Management, journal of Financial Planning, Money, CNN Money, Financial Advisor, America Online's Moneywise, The Star Ledger and Reader’s Digest. She is listed in Marquis' Who's Who in Finance & Industry & Who's Who of American Women as well as Nationwide Register's Who's Who in Executives and Business.

Debra is a sought after international motivational speaker who motivates audiences of mature women to master their finances, through generous helpings of humor and analogy.

Debra has served on the Development Committee for both The Women’s Fund of New Jersey and the Wayne Chamber Orchestra as well as served on the Philharmonic Orchestra of New Jersey Board of Directors. As an Adjunct Professor at Fairleigh Dickenson University she currently serves as President of the Estate Planner Council of Bergen County as well as Treasurer of the Kirkridge Retreat Center Board of Directors. She volunteers for Special Olympics and Habitat for Humanity and enjoys skiing, golf and scuba diving in her spare ti