Profile
Ms. Lu A.
Morrison is a Managing Director at MAI Wealth Advisors LLC.
Prior to joining to MAI, she spent over nine years in the tax department of Deloitte and Touche Cleveland office.
During that time, her emphasis was on small business and personal tax planning and compliance.
She also spent five years with Mentor Exempted School Village as a secondary mathematics teacher.
Ms. Morrison moved to Cleveland to attend CASE Weatherhead School of Management and obtained her MBA in 1992.
She also holds bachelor's degrees from Garfield Senior College and Indiana University of Pennsylvania.
She is a Certified Public Accountant and Certified Financial Planner.
Former positions of Lu A. Morrison
| Companies | Position | End |
|---|---|---|
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of Lu A. Morrison
| Case Western Reserve University | Masters Business Admin |
| University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
- Stock Market
- Insiders
- Lu A. Morrison
