
Kelly Morgan is highly skilled and knowledgeable financial advisor. She is able to make a complicated topic easy to understand. Kelly is considerate and concise about working towards your specific...
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Edward Jones - Financial Advisor: Kelly Morgan in Beaverton, OR, is a hub for financial guidance and planning services offered by Kelly Morgan, a certified professional with expertise in various financial areas. Specializing in retirement savings strategies, intergenerational planning, wealth strategies, and sustainable investing, Kelly Morgan provides tailored advice to clients seeking financial stability and growth.
With certifications including CFP®, AAMS™, and CRPC™, Kelly Morgan ensures a high level of knowledge and professionalism in assisting clients with their financial needs. The team at this location also includes Riana Arima, the Branch Office Administrator, who supports the smooth operation of services provided to clients.
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Kelly Morgan is highly skilled and knowledgeable financial advisor. She is able to make a complicated topic easy to understand. Kelly is considerate and concise about working towards your specific...
Kelly has been extremely helpful in our financial planning over somewhat awkward ground--one of us retired and freelancing, and the other one still working fulltime. After talking with her and...