Lu Anne Morrison, CPA, CFP®
Senior Wealth Advisor & Team Leader, Managing Director
Lu Anne is a Senior Wealth Advisor and Team Leader at MAI. Her focus is primarily corporate executives and high net worth individuals. In this area of MAI's practice the emphasis is on tax planning, corporate benefit plans, retirement planning and estate planning. Lu Anne works closely with her clients to understand their goals and help them develop personalized plans.
Prior to MAI and its predecessor, IAI, Lu Anne spent over nine years in the tax department of Deloitte and Touche's Cleveland office. During that time, her emphasis was on small business and personal tax planning and compliance.
Lu Anne earned her Bachelor's in Accounting from Garfield Senior College and her MBA from Case Western University Weatherhead School of Management. Lu Anne is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional.
She also is actively involved in her community, serving on the Board for Rainey Institute.