Meet Kathryn

Financial representative

Kathryn H. Morgan

Contact info

Email:

kmorgan@financialguide.com

Office:

336-293-7378

Mobile:

336-489-4644

Fax:

336-217-8387

Focus areas

Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Investment Strategies

Languages

English

Professional Story

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.

Education

High Point University 1980-1983

Hobbies

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

Community Involvement

fund raisers for first flight

MM202611-311872

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MassMutual Carolinas

4350 Congress Street #300
Charlotte, NC 28209

Connect with us 704-557-9600 704-557-9670 Get Directions

Check the background of this firm on FINRA's BrokerCheck.

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. Supervisory office: 4350 Congress Street #300, Charlotte, NC 28209, Phone: 704-557-9600.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.