Michael Morelli

Team Support

Domicile State: NJ

Michael A. Morelli, CPFA

Sales Manager

 

Michael A. Morelli is a Sales Manager and Certified Plan Fiduciary Advisor (CPFA) at CREATIVE. Since joining the firm, he has been a valuable contributor and was named Employee of the Year for 2021. Additionally, Michael was also recognized by CREATIVE for Outstanding Performance in 2019.


Over the last six years, Michael has continued to grow his knowledge of financial services to better serve his clients. He has also taken on additional responsibilities in a managerial position with the firm. Michael is Series 6 and 63 certified, and also holds licenses for Life and Health Insurance.

Phone 732.751.3083
E-mail