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Diane M
Series 66
Incline Village, NV
Equitable Advisors
Diane Morrison is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. She previously worked at Stifel Independent Advisors, LLC for 17 years and Wells Fargo Clearing for one year. Outside of her advisory role, she is the owner and principal of Morrison Capital LLC, an entity established for tax purposes with no active business functions. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm utilizes a variety of third-party advisory models and discretionary management tools, providing access to mutual funds, ETFs, separately managed accounts, and select alternative investments.
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