Knowing what is important to my clients is my top priority. With their priorities in mind, I walk clients through an established process to build personalized strategies to help them achieve their goals. We then partner together throughout their lives to help keep them on track.
It is important that individuals, families and businesses are confident in their financial plans. I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.
Prior to joining Edward Jones, I was a practicing attorney. My legal experience helps me work in tandem with other professionals within my clients' financial planning team, such as attorneys, accountants and insurance agents.
A third-generation Oregonian, I grew up in Washington County and returned to establish a professional practice. Outside the office, I spend time with my family and coach youth volleyball.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- College Savings
- New Investors
- Socially Conscious Investing
My Personal Interests
Office Address16100 NW Cornell Road Ste 260
Beaverton, OR 97006
Phone NumberKelly Morgan at (503) 644-1408
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 03:30PM|
|Sat||By Appointment Only|
- Web Conferencing
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