Katie Morris's Location
Naperville, IL, US
Katie Morris's Work
- Partner and Financial Advisor @ Veritrust Wealth Management
- Financial Advisor @ Veritrust Financial
- Financial Advisor @ Waddell & Reed
- Analyst @ HSBC
Katie Morris's Education
- College for Financial Planning
CFP Certification Educaton
2006 - 2009 - Illinois Wesleyan University
BA (Economics (Magna Cum Laude))
1998 - 2002
Katie Morris's Skills
- Investments
- Securities
- Fixed Annuities
- Retirement Planning
- Wealth Management
- Series 63
- Mutual Funds
- Series 7
- Strategic Financial Planning
- Portfolio Management
Katie Morris's Summary
Katie Morris, based in Naperville, IL, US, is currently a Partner and Financial Advisor at Veritrust Wealth Management, bringing experience from previous roles at Veritrust Financial, Waddell & Reed and HSBC. Katie Morris holds a 2006 - 2009 CFP Certification Educaton @ College for Financial Planning. With a robust skill set that includes Investments, Securities, Fixed Annuities, Retirement Planning, Wealth Management and more, Katie Morris contributes valuable insights to the industry. Katie Morris has 1 email and 1 mobile phone number on RocketReach.
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