Kathryn H. Morgan

Financial representative

Professional Story

Insurance Strategies, 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

3779 Vest Mill Road, Ste A Winston-Salem, NC 27103
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Winston-Salem Office - Stratford Street Office