Katrina Morris, CRPC®

Planning Analyst & Client Services

With over 30 years of office administration and customer service, Katrina brings a level of detail and knowledge as our Financial Planning Analyst that is invaluable to our team and to our clients. Serving as our Client Services Specialist for the last several years, Katrina earned the Chartered Retirement Planning Counselor or CRPC® designation. She focuses on how to best accomplish our client’s financial goals. As Financial Planning Analyst, she examines and prepares individual strategies based on finances, investments, taxes, and insurance. She works closely with our clients to answer questions and process requests, as well as provides meeting preparations, distribution services, and insurance services.

Katrina is originally from Asheville, NC and although she spent many years away, she was happy to return to the area in 1998. She is a dedicated college football fan (but not CLEMSON) and in her spare time Katrina can be found watching a game or with a book in her hands. She loves nothing more than taking a walk down the beach and spending time with her beautiful daughter.


Professional Designations

  • Chartered Retirement Planning Counselor, CRPC® Licenses

Licenses

  • FINRA registrations include SERIES 7 and 66
  • SC Life and Health Insurance

Contact Katrina for

  • Financial Analysis
  • Investment Analysis
  • Tax Analysis
  • Insurance Analysis
  • Client Services and General Questions
  • Distribution Services
  • Investment Account Processing
  • Insurance Services