“My clients have become my family. I am dedicated to helping them achieve their life’s dreams and have their best interests in mind every step of the way.”
Katie Bruno, MIMFA
CERTIFIED FINANCIAL PLANNER™ Professional
Katie Bruno is a financial planner with Morey & Quinn Wealth Partners. Her disciplined process allows her to analyze each client’s situation to put together a customized financial plan and investment strategy.
Being drawn to and fascinated with the capital markets, Katie understands that each client’s situation is unique and there is no one investment for every client. With the resources of a global firm and the personal connection and integrity of a private office, she sits with each client to determine a long-term plan and investment strategy that includes ongoing reassessment and adjustments. Katie provides routine communication and updates through phone calls and progress meetings, and is always happy to explain the details and answer questions. Her educational approach allows each client to feel comfortable and confident. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to her clients' best interests, that sets Katie apart.
Prior to becoming a financial advisor, Katie worked at the Raymond James headquarters as a consultant to financial advisors affiliating with the firm. During this time, Katie learned the importance of having a strong team in providing proper planning. She successfully trained and led more than 100 advisors and their team members all across the United States. Being completely focused on the client experience, she values the knowledge and opinions of her team and makes it a priority to include them into each client’s financial well-being.
Katie holds a Bachelor’s degree in Business Management and a Master’s degree in Investment Management and Financial Analysis, both from Creighton University. When Katie isn’t working with clients, she enjoys cheering on the Bluejays, traveling, crafts, and spending time with friends and family.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.