Amy Morrison

Chief Of Staff at Cetera Financial Group

Amy Morrison serves as Chief of Staff at Cetera Financial Group, a position held since April 2022, and previously held various leadership roles including Senior Vice President at LPL Financial from March 2006 to March 2022. At LPL Financial, notable responsibilities included collaborating with executives to shape business strategies, leading the Investment Committee, and overseeing budgeting processes. With extensive experience in project management, financial analysis, and operational improvements across multiple organizations, Amy's background includes significant achievements in technology finance and M&A transactions. Educational credentials include an MBA in Global Business from Pepperdine Graziadio Business School and a BS in Management with a minor in Finance from Georgia Institute of Technology.

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Cetera Financial Group

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Cetera Financial Group is a shared service organization serving affiliates that comprise the second-largest family of independent broker-dealers in the United States.


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1,001-5,000

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