Joel Morawski, CFP®

Joel Morawski, CFP®, a lifelong resident Western New York, received his bachelor’s degree (Finance) From the State University at Buffalo. He currently holds a series 7,9,10,63,65 registrations through LPL Financial along with Life and Health Insurance Licenses.

Joel is currently an advisor with LPL Financial, which operates out of Buffalo, New York. The firm has 28,000 advisors in the United States and $1.7 trillion under management and serves a variety of clients, including charitable organizations, Corporations, and high-net-worth individuals.

Joel has been a financial advisor for over 27 years. He is helping Individual clients and business owners tailor solutions to help make a more efficient long term financial decisions.