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Veralynn M

Series 63, Series 65

Frederick, MD

AdvisorNet Wealth Partners

Veralynn Morris is a financial advisor at AdvisorNet Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Capital Portfolio Management, Inc. and Potomac Financial Services Group LLC. She is also a Certified Divorce Financial Analyst and provides mediation and expert witness services related to marital property for divorcing couples. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and manages accounts with both discretionary and non-discretionary approaches.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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