James C. Morrow, CFP®, AEP®

Private Wealth Advisor

Canonsburg, PA Office

Phone

Phone: 724.743.6120
Fax: 724.743.0170

Email Address

JC.Morrow@mosaicwealthconsulting.com

  • Mr. Morrow specializes in comprehensive personal financial planning with more than 25 years of experience in the financial services industry.
  • Former adjunct faculty member of both the College of Financial Planning and Duquesne University’s School of Leadership.
  • Series 7 (General Securities)
  • Series 63 (Uniform Securities Agent State Law)
  • Series 24 (Registered Principal)

Mr. Morrow and his firm help affluent individuals and family-owned businesses accumulate, manage, preserve and protect their financial wealth. This is accomplished after a thorough knowledge of the client’s current situation has been obtained, short- and long-term objectives are identified, and a high degree of commitment to helping towards meeting their objectives has been secured. Then, through various strategies, designs, and products, action steps are taken to help clients towards achieving their financial objectives.

Education

  • A graduate of Washington & Jefferson College, with a B.A. in Economics
  • CERTIFIED FINANCIAL PLANNER™ Practitioner certification
  • Accredited Estate Planner designation