I love helping people develop their financial big picture to help them realize their goals and dreams. I help people prepare for the unexpected and create a strategy to live the life they want to live. My clients become friends because we develop a strong, trusted relationship.
Have your plans for retirement changed lately? Do you know how much money you’ll have available to spend each month in retirement? Are you considering a part-time job? Have you thought about protection needs? As an Edward Jones financial advisor, I can help you refine your retirement strategy and take an in-depth look at all your retirement accounts. By looking at the big picture now, we can help you make sure you’ll spend retirement on your terms and with as few surprises as possible.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
I am an Asheville native and went to Asheville Country Day and graduated high school from Asheville School. My undergraduate degree is from Rollins College with an international relations major and travel fever. I worked at J.P. Morgan in New York City's Wall Street for 10 years and served as a vice president before moving back home to Asheville. I have my MBA from the University of Phoenix.
Currently, I am staff to one cat and three dogs; all but one are rescues. I am president of my Asheville Downtown Rotary club. Eradicating Polio from the world is my greatest Rotary passion. I was a foster parent for 13 years and cared for 19 teens. According to my family, I am considered a brown thumb when it comes to household plants.
On my off time, I enjoy walking my dogs, travel, tennis and golf. Kim Fahnley, senior branch office administrator, likes horses and boating. Leslie Gordon, senior branch office administrator, loves music and reading novels and biographies.
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Business Retirement Plans
- Entrepreneurs & Business Owners
- New Investors
My Personal Interests
- Wine Collecting/Enthusiast
Phone NumberKatherine C Morosani at (828) 628-1546
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