Katie Bruno, CFP®, CDFA®, MIMFA

“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.”

Financial Planner

Katie Bruno is a financial planner with Morey & Quinn Wealth Partners. What Katie brings to her financial planning practice is a gift for building relationships, and genuine concern for where people are in their lives. 

Many of her clients come to her faced with the financial questions and decisions that need to be made after losing a spouse, being forced to retire, or going through a divorce. Do they have enough income to support their family? Are they able to retire or are they on track to retire? Is their future protected? What kind of investments and insurance do they have and/or may need?

Her educational approach allows each client to feel comfortable and confident. What sets Katie apart is her comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to her clients’ best interests.

She believes that everyone deserves the guidance from a team of professionals, regardless of the amount of money. The real value of a professional is helping you live a better life: a Well Planned Life.

Katie holds a Bachelor’s degree in Business Management and a Master’s degree in Investment Management and Financial Analysis, both from Creighton University. In 2021, Katie was selected as a recipient of the Midlands Business Journal’s 40 Under 40 Award, honoring local entrepreneurs, executives and professionals.  She is a passionate and committed leader in the Omaha community, where you can find her in leadership roles with the Omaha Public Library Foundation, the Financial Planning Association of Nebraska, the Women’s Center for Advancement, and 100 Women Who Care Omaha. 

Katie is an avid reader, enjoys cheering on the Creighton Bluejays, traveling, and hanging out with her dog, Jake. 

Feel free to reach out to Katie if you or someone you know could benefit from having a conversation with a grounded and personable CERTIFIED FINANCIAL PLANNER™ Professional.

Resources & Events

Webinars:

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. 

2021 Midland Business Journal 40 under 40 – The judges whittled the list of candidates to 40 out of over 145 candidates. Candidates had to demonstrate community involvement, leadership ability and influence on the region, public policy or quality of life. All winners must be under the age of 40 as of December 31, 2021 and from the greater Omaha area. Investor experience and/or returns were not considered for this selection. This recognition may not be representative of any client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition. Raymond James is not affiliated with Midland Business Journal.