Sara Elizabeth Morrison
Investment adviser representative at Dwd Portfolio Solutions, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$248.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Dwd Portfolio Solutions, Inc.Oct 2022 to now
- Upmc Hillman Cancer CenterJul 2022 to Oct 2022
- UnemployedMar 2022 to Jul 2022
- Gerald Champion Regional Medical CenterDec 2021 to Mar 2022
- UnemployedOct 2021 to Dec 2021
- Dodea SchoolsAug 2020 to Oct 2021
- Child Development CenterApr 2020 to Aug 2020
- HomemakerOct 2019 to Apr 2020
- Ohio Air National GuardAug 2016 to Oct 2019
- Texas RoadhouseJan 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Dwd Portfolio Solutions, Inc.
$248.3MAssets managed
316Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8253510
- Firm CRD
- 121435