Private Wealth Manager
Knowledge is key to a well-planned/well-prepared financial future. Assisting clients with financial life goals and needs, I focus on helping individuals and families by utilizing my knowledge, experiences and the resources provided by Upstream Investment Partners.
The Dallas area attracts many people employed in the energy, financial, and tech sector. With executive experience in Oil and Gas Operations, Energy and Financial Products, I bring a perspective that may aid clients on a personal as well as professional level.
Upstream Investment Partners have a range of solutions to fit life's needs. Personally, my family has required educational planning, life insurance, investment strategies, health care and long-term care planning. I would not hesitate to recommend the strategy I crafted for my family or tailor other strategies to fit your needs.
To give you suitable advice, I have extensive knowledge of current computer applications, analysis tools and up-to-date planning concepts.
John Morrison is authorized to conduct life insurance and securities business in Texas, Oklahoma, Illinois and Washington. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed.