Kathryn H. Morgan

Financial representative

Professional Story

Insurance Strategies, Student Loan Refinancing, Business Owners, Retirement Income Planning, Retirement Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning


Along with a team of professionals, I offerguidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies or focus on one specific area of need. Whether you are preparinf for lifes milestones as retirement, or college planning, or protecting your family's future, I promise a new level of attention, insights,and capability. 


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Coverpath - Get a quote for term life insurance


Check the background of this investment professional on FINRA's BrokerCheck

Personal Story

High Point University 1980-1983

travel, time with family, floral design,home projects,work with rescue animals

fund raisers for first flight

Winston-Salem Office - Stratford Street

203 S. Stratford Street, Suite AA Winston-Salem, NC 27103
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Winston-Salem Office - Stratford Street Office