Kelly Morrison

Kelly has worked closely with financial advisors since 2013, bringing more than a decade of experience supporting advisory practices and addressing the evolving needs of clients. She holds a bachelor’s degree in finance and economics, as well as an MBA from Webster University. Kelly is insurance licensed, holds FINRA Series 7 and Series 63 registrations, and is a commissioned notary. 

Recognized for her exceptional attention to detail and strong commitment to client service, Kelly pairs deep technical knowledge with a thoughtful, collaborative approach. She is known for building trusted relationships and providing dependable support that helps advisors operate efficiently and deliver high-quality client experiences.

Kelly and her husband, Steven, reside in the country with their five sons. Outside of the office, she values time with her family and enjoys the quieter moments of country living—often spent tending to her chickens and collecting fresh eggs.