Broker Check
Aimee Morrison

Aimee Morrison

Managing Director

Aimee was raised in Newark, OH.  After graduating from Newark High School, she worked locally at TrueCore Federal Credit Union and The Newark Advocate.  Aimee attended college at Otterbein University in Westerville, OH, where she earned her Bachelor and Master Degrees.

After graduation, she moved to Columbus, OH and started working in the Investment/Financial Industry.  Aimee held several positions with various companies.  She answered phones, assisted agents in preparing for client meetings and also worked in sales for a short time.

Eventually, she earned the necessary licenses to become a Manager/Registered Principal.  She holds the FINRA Series 4, 7, 24, 53, 66, Ohio Life/Health/Accident/Variable Annuity and Ohio Property & Casualty licenses.  She also worked with FINRA for 3 years as a Subject Matter Expert for the Investment/Financial Industry.

In her free time, she volunteers with a variety of organizations.  She’s currently works with Junior League of Columbus, Junior Achievement of Central Ohio and CTEC Advisory Council.  She also enjoys working out, cooking, and spending time with her family, friends, and her Corgi pup, Cooper.