Krista Morris CFP®
Krista Morris is a Senior Wealth Advisor with Morris & Morris Private Wealth Management, where she helps individuals and families make confident, informed decisions about their financial future.
Krista joined the team in 2015 and has grown with the practice, progressing from an assistant role into financial planning and ultimately becoming a partner in the business. Along the way, she completed her mutual fund and life insurance licensing and earned the CERTIFIED FINANCIAL PLANNER® designation.
Today, Krista works closely with clients to coordinate investment, retirement, tax, estate and risk-management strategies as part of a comprehensive financial plan. She is known for her responsiveness, attention to detail and the strong relationships she has built with clients over the years.
In 2020, Krista became partners with Karen Morris as the practice evolved into Morris & Morris Private Wealth Management, reflecting their shared commitment to thoughtful planning, trusted advice and long-term client relationships.