Angela Morrison is the V.P. of Operations for Water Street Financial, a locally owned and operated wealth and financial management firm that specializes comprehensive goals based financial planning for individuals and families, investment advisory to non-profits and municipalities, consulting services to retirement plan fiduciaries, and outcomes based financial wellness programs to the participants of employer retirement plans. Water Street Financial is powered by LPL Financial and Wealthcare Advisory Partners.
In her current position, Angela is responsible for managing day to day operations, onboarding of new employees, developing and maintaining processes and procedures to ensure a positive client experience combining best practices and available technology, implementing and sustaining compliance procedures, and training and supervising administrative staff.
Angela has spent almost 20 years in the financial services industry. Prior to joining Water Street Financial upon it’s opening in 2016, she spent 8 years with First Financial Advisors of First Bank, along with Chris Cotterell and Ryan Oates, the founding members of Water Street Financial. She also spent 8 years working with Chris Cotterell at another local Investment firm prior to joining First Financial Advisors of First Bank.
Angela is a 2001 graduate of James Wood High School and enjoys spending time with her family, cooking and watching old movies. She is also an avid fan of Lucille Ball.