Jana is a Certified Financial Planner TM with Burkett Financial Services in Rock Hill, SC. A native of Great Falls, SC, she received a Bachelor of Science degree with an emphasis in Accounting, Magna Cum Laude from The University of South Carolina in 1992.

After graduation, she was employed by The Springs Company, a high-net-worth family office, for twenty-one years. While there, she held the position of Assistant Vice President and Senior Tax Manager. She became licensed as a Certified Public Accountant in 1994 and a Certified Financial Planner TM in 2009. In 2013, Jana left The Springs Company to work with Founders Federal Credit Union as a Financial Advisor. During this employment, she passed the Series 7, Series 63 and SC Life and Health Insurance Exams.

Jana is a member of the American Institute of Certified Public Accountants and the South Carolina Association of Certified Public Accountants. She is an active member of Crestview Baptist Church in Lancaster, SC, where she currently leads the choir, teaches Sunday School and serves on the Finance Committee. She is currently a member of the Rock Hill Rotary Club.

Jana is married to Danny Morrison and they live at Lake Wateree in South Carolina. They have two children, Abigayle and Carrie.

Jana Morrison

Community Advisor

OUR NORTH STAR

We envision the communities we serve as places where all people join together to build on community assets for current and future generations, and where all people have the opportunity to reach their full potential. 

ADDRESS

800 N White St.

Lancaster, SC 29720

Mailing Address

P.O. Box 818

Lancaster, SC 29721

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