Kelsey Morrison, CLTC®

Kelsey serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than two decades of experience in the financial services industry, Kelsey has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, she worked for an independent investment advisory firm as a senior wealth planner.

Kelsey earned a Bachelor of Arts degree from the University of Washington, where she graduated with distinction. She also holds the Certified in Long-Term Care^® designation, as awarded by the Certification for Long-Term Care.

In her spare time, Kelsey enjoys snow skiing, tennis, traveling and spending time with her family.