As a Financial Advisor since 2015, Morrison is affiliated with Atlantic Wealth Planning Group, a private wealth advisory practice of Ameriprise Financial Services, LLC located at 10 Plaza Drive, Suite 105 in Scarborough, and focused on clients throughout New England. Morrison employs a personal and consultative approach for individuals, families and businesses using sound, sensible solutions tailored to the needs of his clients.
grew up in small town Orrington and graduated from Bangor High School, where he
met his wife, Candace. They have now been married for more than 30 years.
Morrison earned a Bachelor of Science degree in Economics from the
University of Southern Maine and moved to Windham from South Portland in 1990
soon after his daughter Kristen was born.
Morrisons have two children, with both son Greg and daughter Kristen attending
schools in Windham and going on to earn business degrees from the University of
Maine. Mark’s mother, Alola moved to Windham three years ago to be closer to
involvement in Windham began by supporting his children's interests but has
steadily grown through the years to where he is now a respected leader in the
coached my daughter Kristen in soccer only briefly and coaching her quickly
turned to chauffer when she started studying ballet in Falmouth. I was out of my element fast, when it came to
dance, having two left feet,” he said. “I coached soccer for about six years
until Greg reached 6th grade.
That was about the time I became part of a grass-roots effort of parents
who helped bring varsity ice hockey to Windham where my role was fundraising.
He joined the Sebago Lake Rotary Club six years ago and is the new club president. His focus is on youth leadership, food security, education, senior issues and veterans.
is also engaged with the Windham Veterans Center where my mom is a member and a
retired Army officer,” Morrison said.
with that, Morrison has been a board member of the Windham Economic Development
Corporation for three years with a focus on town improvement projects and new
That led to him running for a seat on the Windham Town Council last November, which he won and is now six months into a three-year term, emphasizing the town’s budget, sustainable growth, and protecting Windham’s natural resources.
business background and experience in finance for 30-plus years are essential
components to his work as a financial advisor. He’s worked in business in sales
and as a consultant to small and large businesses along the East Coast, finding
solutions through problem solving, and building efficiencies in the energy,
transportation and logistics industries with Ryder, Penske, and WEX.
is also a volunteer instructor with many local adult education programs,
teaching on topics related to personal finance.
Social Security, Medicare,
business retirement plans, estate and retirement planning are my most popular
(see his website for schedule).
a consultant with businesses and individuals for over 30 years, Morrison has
developed a straightforward process to work with his clients.
use a collaborative process which works very well for really understanding the
present, and then identifying areas of opportunity to improve the client's
position. We do a thorough ‘drill down’ in the analysis stage and
solutions are then presented based on our discovery,” he said. “I explain
the pros and cons and we then work together to find the best course of action
with which the client is most comfortable. We set goals, monitor to
make sure we stay on track and adjust when needed. The process I use is
sound and sensible, but it has taken many years to develop and refine. Clients appreciate
this approach and new clients are often gained through referrals. I am taking on new clients, and certainly
welcome an opportunity to see where I may help. <
To reach Mark Morrison, call him at 207-289-1005 or send him an email at email@example.com. <