Gavin Morrissey, JD, LLM

Gavin Morrissey, JD, LLM, was previously senior vice president, wealth management, for Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. He left the firm in 2016.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Charitable Trust Planning 101

6 Things to Do Before Your Clients Give to Charity

Are Your Clients Donating to Charity? Consider These 6 Giving Strategies

Charitable Trust Planning 101

Posted by Gavin Morrissey, JD, LLM

October 21, 2014 at 10:00 AM

Charitable trusts are a popular vehicle for giving, but they can be somewhat complex. To help you sort through the details, I've compiled some basic information about charitable trust planning that can help you guide clients' donations—and help fulfill their philanthropic and financial goals.

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Topics: Financial Planning

6 Things to Do Before Your Clients Give to Charity

Posted by Gavin Morrissey, JD, LLM

October 15, 2014 at 1:30 PM

At one point or another, many of your clients may want to donate some of their wealth to philanthropic organizations. Their passion and excitement for a certain cause, however, may hinder them from doing their due diligence. As their advisor, you can help them make smart, informed decisions—and help make the giving process a joyful one from start to finish.

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Topics: Financial Planning

Are Your Clients Donating to Charity? Consider These 6 Giving Strategies

Posted by Gavin Morrissey, JD, LLM

October 14, 2014 at 10:00 AM

For your clients, choosing a charity to support is usually the easiest part of the charitable giving process because they probably have a personal connection to specific causes. But with the many giving strategies, tax issues, and timing concerns, sorting out how to give is not always so straightforward.

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Topics: Financial Planning

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