AeroLeads people directory · profile
Katie Morris, Cfp® Email & Phone Number
Partner and Financial Advisor
at
Veritrust Wealth Management
1 work email found
@veritrustwealth.com
2 phones found area 630 and 800
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Financial Advisor
Location
Naperville, Illinois, United States
Company size
Who is Katie Morris, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Katie Morris, Cfp® is listed as Partner and Financial Advisor at Veritrust Wealth Management, a with 5 employees, based in Naperville, Illinois, United States. AeroLeads shows a work email signal at veritrustwealth.com, phone signal with area code 630, 800, and a matched LinkedIn profile for Katie Morris, Cfp®.
Katie Morris, Cfp® previously worked as Partner/Financial Advisor at Veritrust Wealth Management and Financial Advisor at Veritrust Financial. Katie Morris, Cfp® holds Cfp Certification Educaton from College For Financial Planning.
Company email context
Email format at Veritrust Wealth Management
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*@veritrustwealth.com
71% confidence
AeroLeads found 1 current-domain work email signal for Katie Morris, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Katie Morris, Cfp®
For 20 years, I have been dedicated to helping my clients reach their financial goals. I have extensive experience in all areas of wealth management and take great care to continually enhance my knowledge base. One of life’s great blessings is to find work that you love and I wake up each day thankful that I found it.My clients have a range of needs, however I specialize in working with high level executives & professionals who are busy juggling their personal and professional lives.My practice is founded on these key principles:- Steady, Unwavering GuidanceI believe in asset allocation and take a long-term approach to investing. I do not buy into the latest investment craze nor promise extraordinary returns. Instead, I seek to build portfolios around your risk tolerance & time horizon that help minimize volatility while maximizing returns given your unique parameters. I constantly monitor your assets but will only make changes when I strongly believe there is a need.- Personalized ServiceYou are not just another account number to me. I take time to learn about your unique story, needs & goals. I am careful in choosing who I work with and limit the number of new clients I take on each year to ensure this level of service. It is this dedication that keeps my clients with me year after year.I welcome the opportunity to learn more about you and explore whether working together would be a good fit. Call me at (630) 457-1300 x.102 or email me at kmorris@veritrustwealth.com to arrange a meeting.*Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013 (800) 874-6910.Veritrust Wealth Management and PSEC are independently owned and operated companies. PSEC is not liable for ancillary products or services offered by this representative or Veritrust Wealth Management.
Listed skills include Investments, Securities, Fixed Annuities, Retirement Planning, and 22 others.
Current workplace
Katie Morris, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Veritrust Wealth Management
5 roles
Katie Morris, Cfp® work experience
A career timeline built from the work history available for this profile.
Partner/Financial Advisor
As busy professionals, my clients trust me to handle their financial affairs so they can spend their precious free time doing the things they love with the people they love. My clients tend to be goal oriented and have a good feel for what they want both now and in the future. They work hard and enjoy their free time as much as possible. I care deeply about my clients and take special care to offer them the best advice possible. When a new client hires me to be their Financial Advisor, it is a long-term relationship. They know they will have my guidance to help them objectively navigate life's transitions for the long haul. I am here to be their coach, their confidant and their cheerleader as they work toward their goals.
Financial Advisor
Veritrust Financial
Worked with my clients to help them reach their financial goals.
Jan 2007 - Oct 2013
Financial Advisor
Worked with my clients to help define and work toward their financial goals.
Sep 2003 - Dec 2006
Analyst
May 2002 - Sep 2003
2 education records
Katie Morris, Cfp® education
Cfp Certification Educaton
Ba, Economics (Magna Cum Laude)
FAQ
Frequently asked questions about Katie Morris, Cfp®
Quick answers generated from the profile data available on this page.
What company does Katie Morris, Cfp® work for?
Katie Morris, Cfp® works for Veritrust Wealth Management.
What is Katie Morris, Cfp®'s role at Veritrust Wealth Management?
Katie Morris, Cfp® is listed as Partner and Financial Advisor at Veritrust Wealth Management.
What is Katie Morris, Cfp®'s email address?
AeroLeads has found 1 work email signal at @veritrustwealth.com for Katie Morris, Cfp® at Veritrust Wealth Management.
What is Katie Morris, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 630, 800 for Katie Morris, Cfp® at Veritrust Wealth Management.
Where is Katie Morris, Cfp® based?
Katie Morris, Cfp® is based in Naperville, Illinois, United States while working with Veritrust Wealth Management.
What companies has Katie Morris, Cfp® worked for?
Katie Morris, Cfp® has worked for Veritrust Wealth Management, Veritrust Financial, Waddell & Reed, and Hsbc.
How can I contact Katie Morris, Cfp®?
You can use AeroLeads to view verified contact signals for Katie Morris, Cfp® at Veritrust Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Katie Morris, Cfp® attend?
Katie Morris, Cfp® holds Cfp Certification Educaton from College For Financial Planning.
What skills is Katie Morris, Cfp® known for?
Katie Morris, Cfp® is listed with skills including Investments, Securities, Fixed Annuities, Retirement Planning, Wealth Management, Series 63, Mutual Funds, and Series 7.
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