Gavin Morrissey, JD
Director of Advanced Planning
Commonwealth
Gavin joined Commonwealth in 1998 and currently works in the Advanced Planning department in the firm’s San Diego office. He supports advisors throughout the entire financial planning process by researching technical issues and illustrating concepts. Primarily, he consults on issues involving insurance, tax, executive benefits, business, and estate and charitable planning. He also consults with advisors on concentrated stock and stock option planning.
In his years with Commonwealth, Gavin has worked in various departments to gain a broad base knowledge of the internal workings of a full-service broker/dealer. Prior to joining Commonwealth, he was an assistant football coach for Lafayette College and for Harvard University.
Gavin is regularly quoted in and writes bylined articles for many industry publications, including Investment Advisor, Financial Advisor, Financial Planning, and Wealth Manager.
Gavin graduated from Lafayette with a double major in economics and art. He received his JD from Thomas Jefferson School of Law in San Diego, California, and holds FINRA Series 4, 7, 24, 53, 55, 63, and 65 securities licenses. He is also working toward the completion of a Masters of Law (LLM) in Taxation at the University of San Diego.