Krista Morris

Associate Consultant

Krista joined the Morris Team in 2015. She began as an Assistant and worked her way up to an Associate role. In the process she took courses in order to get her Mutual Fund License and passed the Life License Qualification Program. Krista enrolled in 2019 to get her CERTIFIED FINANCIAL PLANNER designation.

Krista plays a vital role within the Morris Team in that she is the main point of contact for clients making sure their every need is looked after in a timely manner, as well as making sure the business runs smoothly from the background.

In 2020 Krista became partners with Karen making it to Private Wealth Management and becoming Morris & Morris Private Wealth Management.