Debra’s experience as a lesbian seeking answers for her financial security amidst changing legislative climates proved so challenging she devoted energy, time and resources in highlighting the particular and somewhat unique challenges that LGBTQ folks encounter and attracted a number of new LGBTQ clients to her practice.
Tap into Debra's 42+ years experience as a financial industry expert as well as her personal experience, to find out how you can better relate, attract and serve LGBTQ clients.
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Debra L. Morrison
Debra L. Morrison, CFP®, MS, AEP is an International Transformational Speaker, Bestselling Author, Certified Grief Coach & TEDx speaker. Her unique combination of skills, knowledge and wisdom has helped thousands of clients and audience members face and conquer their fears and learn how to attain financial security.
Debra’s special personal attributes, coupled with over four decades of experience, gave her such credibility that she has been featured on CNN, ABC, Fox News, MSG’s Metro Money and CNNfn, as well as being quoted in The Wall Street Journal, USA Today, and many more publications, receiving numerous accolades from different organizations.
Ever eager to gain more knowledge and expertise, Debra obtained her Masters in Retirement Planning from The College for Financial Planning and obtained her Grief Coach Certification with the Grief Coach Academy. She uses very specific, strategic tools to further buttress her array of skills in planning with LGBTQ folks (of which she is one), coaching those approaching retirement and/or those who have suffered loss, including ten 9/11 survivors. Armed with decades of experience working with widows & widowers and their money, Debra Morrison has authored 3 books, her latest being, ‘My Husband Died Now What? A Widow’s Guide to Grief Recovery & Smart Financial Decisions’. Look for the upcoming sequel, 'My Partner Died, Now What?' to serve LGBTQ survivors.
Debra is a sought-after speaker who, with generous helpings of humor, motivates audiences to feel empowered about their finances, regardless of their life circumstances.
In a nutshell, Debra L. Morrison Delivers!
What Others Are Saying:
"Just one tip from Debra and I immediately found $180 per month!" ~ Ruth
"Having Debra's coaching prowess, honed over 42 yrs. as a financial planner, is invaluable. I love being able to ask her questions about my specific situation." ~ Trish
"Debra is filled with great information that helps me navigate the complex financial world. She's sassy, she's fun, she's funny. My only wish is I had met her sooner!" ~ Charli
Sarah after Camp Widow Presentation and Workshops (2015)
Elizabeth Streb, Renowned Performance Artist & 2013 Recipient of Doris Duke Artist Award & MacArthur "Genius" Award-winner.
7 Tips for Financial Planners to Attract & Serve More LGBTQ Clients
Tap into Debra's 42+ years of expertise to grow your financial services practice.
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