John W. Morrison, Private Wealth Manager, Series 7 & 66 security licensed, Life &
Variable Insurance Licensed. Over 17 years in this capacity.
Knowledge is the key to a successful financial future. With my background, experience
and commitment, I provide clients with the resources, counsel and analysis needed to
make positive financial decisions.
Before discussing any goals or financial strategy, I pride myself in getting to know each
individual client. This allows me to understand what is needed and what matters most.
From this I formulate and recommend solutions and strategies designed specifically for
the client.
Communicating ways to meet financial life goals allows me to utilize my expertise and
the resources provided by Upstream Investment Paftners and LPL in my practice.
The Plano area attracts many people who are employed in the energy, financial and
professional sectors of small local, independent and international companies. Having
had executive experience in Oil and Gas Operations, Energy and Financial Products, I
bring a perspective that will aide clients on a personal as well as professional level.
Because of the variety of people we serue in Texas, Upstream Investment Partners
have a range of solutions/strategies to fit all life's needs, at all ages and stages of
growth. Personally, my family required educational planning, life insurance, investment
strategies, health care and long-term care planning to secure a positive financial future
for retirement and estate planning. I would not hesitate to recommend any strategy
that I have utilized for my family or current clients.
To give you the best advice, I use all current analytical software applications, analysis
tools and up to-date planning concepts.
Securities and advisory seruices offered through LPL Financial, a registered investment
advisor. Member FINM/SIPC.