Our Premier Keystone Team
Our Leadership
Bradley A. Morrison, MBA
Co-Founder and CEO
Brad is the visionary leader behind Premier Keystone Capital Advisors Group. With over 20 years of experience in wealth management and financial planning, he is dedicated to providing clients with personalized financial solutions. John’s expertise in investment strategies and risk management has helped numerous clients secure their financial future.
Sarah R. Johnson
Chief Investment Officer
As our Chief Investment Officer, Sarah oversees our investment strategies and portfolio management. With a background in economics and a keen eye for market trends, she ensures that our clients’ portfolios are well-positioned for growth while managing risk effectively. Sarah has a track record of delivering strong results in various market conditions.
Sean P. Greenberg
Certified Financial Planner
Sean is a Certified Financial Planner with a passion for helping clients plan for their future. he specializes in retirement planning, estate planning, and tax optimization strategies. Sean dedication to his clients’ financial well-being and his attention to detail have earned him the trust and respect of those he serves.
Michael J. Solomon
Senior Portfolio Manager
Michael brings a wealth of experience in portfolio management and asset allocation to our team. With an MBA in finance, he carefully crafts investment strategies tailored to each client’s objectives. His disciplined approach to asset allocation aims to maximize returns while managing risk prudently.
William A. Martin,
Chief Marketing Officer
Laura C. Barton
Client Services Manager
Laura is the friendly face you’ll often meet when you contact us. As our Client Services Manager, she ensures that your experience with Premier Keystone Capital Advisors Group is exceptional. Laura is dedicated to providing top-notch service, addressing your inquiries promptly, and making your interactions with us smooth and enjoyable.
Our Expertise in Wealth Management
At Premier Keystone Capital Advisors Group, our expertise is the cornerstone of our commitment to your financial success. Our team of seasoned professionals brings a depth of knowledge and specialization that empowers us to provide comprehensive financial solutions tailored to your unique needs.
These are just a few of the dedicated professionals who make up the Premier Keystone Capital Advisors Group team. Together, we are committed to delivering exceptional financial services and guiding you toward financial success.