Brenda Morris, CFP
Certified Financial Planner™
Humane Investing, LLC
Invest. Inspire. Impact.
Professional Focus and Services
Whether you need professional money management or a retirement plan, a one-time financial consultation or a second opinion, your initial appointment will consist of discussing your desires and aspirations, and developing a plan of action. If your path to financial independence includes professional money management, you will have access to the best minds and products in socially responsible investing through the firm's association with First Affirmative. Fees are based on an annual percentage of assets managed and are deducted directly from your account on a quarterly basis. Hourly fee services are also available for clients who are just starting out or have modest portfolios. No minimum account size is required.
Brenda is an investment advisor representative of First Affirmative Financial Network, LLC, a nationwide network of investment professionals specializing in socially and environmentally responsible investing. She has been an active member of the Financial Planning Association since 2003 and a Certified Financial Planner™ since 2007.
Education and Experience
Brenda grew up in Amherst, NH. She graduated from Milford Area High School in 1990 and from the College of William and Mary in 1994 with BA in Psychology and English. She began her career in banking, assisting clients with IRAs, 401k rollovers, and various banking, lending, and investment needs. After spending over a decade in the financial industry and repeatedly being told that she was too much of an idealist to ever fit properly in the corporate world, Brenda founded Humane Investing, LLC. Assisting those who are also inspired to change the world is incredibly fulfilling and Brenda never loses sight of the incredible responsibility and trust that her clients have given her.
Brenda has volunteered for Junior Achievement through her membership with the Financial Planning Association, and was the treasurer for both her homeowner's association as well as for the Richmond Chapter of the William and Mary's local alumni group. Brenda has been a coordinator with the Richmond Vegetarian Festival since 2003 and an active member of the Vegetarian Society of Richmond for over a decade. She is a State Council member for the Humane Society of the United States and thrives on educating people on the virtues of investing for a more compassionate and humane world for all.
Brenda Morris is an
Investment Advisor Representative of First
Affirmative Financial Network, LLC
. First Affirmative is an
independent Registered Investment Advisor (SEC File #801-56587).
Humane Investing, LLC is not a Registered InvestmentAdvisor with
The credential CFP® listed above bears trademarks.