An aerial view of Fairhope, Alabama.

Meet Cynthia Morrisette


Client Services

“I thought I would be in the finance industry for a brief period but 20 years later, I’m still happily following that career path.”

EDUCATION / CERTIFICATIONS:

  • Faulkner State Community College

Cynthia has been in the finance industry since 1996. Her finance background and genuine care for people made her a perfect fit when she joined Brown Financial in 2017.  

Cynthia loves greeting and meeting familiar and unfamiliar faces and is typically the first voice you’ll hear when you call our office. She schedules client meetings, takes deposits, and assists with fund requests. She also prepares our client review information for meetings.

Cynthia enjoys spending quality time with her husband and two kids, reading, listening to music, vacationing, being involved with her church, and following her kids around to band and softball. 

Maximize Your Financial Potential


TRUE PLANNING CYCLE

Learn more about our holistic approach to helping you achieve financial success in areas such as retirement, investments, taxes, estate planning, and more.

Wealth Management Services

Explore our common sense investment management process, which aims to reduce investment risk while maximizing the potential in your investment portfolio.