Edward Jones - Financial Advisor: Katherine C Morosani, CFP®|ChFC®|CEPA®|CLU®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Katherine C Morosani is a Certified Financial Planner (CFP®) and financial advisor based in Asheville, North Carolina. She provides financial planning and investment guidance to clients in the local area, focusing on retirement preparation, education savings, and tax-efficient investment strategies. Katherine emphasizes the importance of face-to-face conversations to understand her clients' financial goals and tailor her services accordingly. Her practice is dedicated to helping individuals and families achieve long-term financial success and navigate major life events.

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