Anita Morin
Investment Advisor Representative
Anita's purpose is to help small businesses, families, and individuals achieve financial confidence through insurance and wealth management products and services. She seeks to provide the best comprehensive and cost-effective investment management and insurance strategies for each individual case. Whether it's your business life or your personal life, she can assist you in finding the right solution. Anita strives to reflect the core values of a trusted financial advisor: She listens carefully, learns what is important, and acts in the best interests of the client or prospective client.
When she is not working, Anita loves to read, garden, practice yoga, and cook. She is a lifelong learner and continues to be fascinated by opera and the nuances of wine.
Read Anita's contribution to the IPA Ideas blog:
7 Pitfalls of Emotional Investing
Series 7, 63, & 65, Life & Health Licensed. Registered Representative & Financial Advisor of Park Avenue Securities.