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Meet The Team

Bob MorrisonBob Morrison, founder

Known for his outgoing personality and passion for client advocacy, Bob Morrison founded Downing Street Wealth Management to provide comprehensive, client-centered financial planning and wealth management.

In serving his clients, Bob, a CPA/PFS, CFP, draws on long experience and deep knowledge in the business and financial sectors. His background includes positions with Deloitte & Touche LLP as well as Fortune 500 companies JD Edwards, EnCana Oil & Gas and USAA, the financial services company. At USAA, Bob was an Executive Director and one of the youngest-ever members of the Executive Management Group. Today, not only is Bob a CPA, he is also a Certified Financial Planner.

Bob graduated Summa Cum Laude, with a degree in accounting, from Metropolitan State College, in Denver. He received numerous academic honors, including the prestigious President's Award, which is given to the college's top graduate and is equivalent to the Valedictorian. He was also the top graduate from Metropolitan State College's School of Business, and has received the Colorado Society of CPAs' Gold Key Award. The award is presented annually to the top accounting graduate from each of the accredited business schools in Colorado.

Bob and his wife, Rena, reside in Lone Tree, Colorado, and have two wonderful children. Bob is active with his son's Boy Scout troop and helps coach his daughter's basketball team. He is also a Knight of Columbus, and active in a Catholic men's organization, That Man is You. 

An avid bicyclist, Bob has completed the challenging Ride the Rockies annual bicycle tour for ten straight years. Rena, an avid golfer, has recently gotten Bob hooked on that sport; the whole family now loves playing rounds together.

 

Why Choose Us

Not all financial planning firms are created equal.

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What We do

A comprehensive approach, putting your interests first.

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Who We Serve

Pre-retirees, Retirees, Women in Transition

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