Investment Advisory Representative
Anita Morin is an Investment Advisory Representative with Planning Alliance. Anita’s purpose is to help small businesses, families, nonprofits, and individuals achieve financial confidence through insurance and wealth management products and services. She seeks to provide comprehensive and cost-effective investment management and insurance strategies for each individual case. Anita listens carefully, learns what is important, and strives to act in the interests of the client or prospective client.
Anita joined the firm in 2010 and is based in Albany, New York’s capital region. Before Planning Alliance, she was a Financial Advisor and Senior Consultant with Sage Consulting and Wealth Preservation, and a Financial Advisor with UBS.
Anita earned her Bachelor of Science in Applied Art followed by her Master’s in History from Iowa State University. She holds her Series 7, 63, and 65 securities licenses, and is independently insurance licensed in life, accident and health, and variable annuities products.
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.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 TICE BLVD, SUITE 280, WOODCLIFF LAKE NJ, 07677, 973-2444420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.