Paul Morrison


Paul Morrison is an Executive Director of Practice Development at M&O Marketing. Paul has been in the financial industry for over four years, holding his Life and Health License and specializing in fixed indexed annuities. He has specialized training in Social Security Planning, Morningstar Efficient Frontier Conceptual Planning and annuities carrier product training.

Paul is exceptionally driven in ensuring that his advisors are reaching their full potential and continually growing their practice on a daily basis. What separates Paul is his ability to immediately understand an advisor’s vision for their practice for the next three to five years. Paul then creates a process of execution for his advisors to reach their highest success so they can realistically attain their goals. Paul looks for personable clients that are passionate and committed to creating an optimal retirement plan.

Paul resides in Lincoln, Nebraska with his wife of 5 years, Neely, and their 11-month-old son, Knox Wesley. Paul grew up in Omaha, Nebraska and later attended the University of St. Thomas in St. Paul, MN where he studied business management. Paul lives by the quote, “Life comes down to a few moments, this is one of them.”

A couple of Paul’s favorite travel destinations are Maui, Hawaii and Scottsdale, Arizona. He loves playing tennis and has a 4.5 rating by the USTA (United States Tennis Association). In his free time, you can find Paul lifting weights, reading Retirement Planning White papers, or going to a Nebraska Cornhusker Football Games. What most people don’t know about Paul is his extensive trivia knowledge of 80’s and 90’s movie quotes.

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