Katherine J. Morris,  CFP<sup>&reg;</sup> - Financial Advisor

Katherine J. Morris, CFP®

Veritrust Wealth Management

387 Shuman Blvd., Ste 325W
Naperville, IL 60563
FINANCIAL ADVISOR'S WEBSITE
(630) 457-1300 x102 CONNECT WITH Katherine
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General

Katherine Morris is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Veritrust Wealth Management in Naperville, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: IL
  • Health/disability insurance: IL
  • Fixed annuities: IL
  • Variable annuities: IL

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Limited Partnerships, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances

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