Morgan Ziegler, CFP®, CDFA®
FINANCIAL ADVISOR, RJFS
LICENSED INSURANCE AGENT, KEATING
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About
Morgan Ziegler, CFP®, CDFA®
FINANCIAL ADVISOR, RJFS
LICENSED INSURANCE AGENT, KEATING
About Morgan
Morgan is a graduate of Kansas State University, where she double majored in Personal Financial Planning and Finance. Prior to graduation, she served on the team as an intern for three years. During that time, she realized the Keating and Associates values uniquely mirrored her own and was excited to officially join the team in 2019. Morgan believes in the power of a growth mindset and continual improvement.
Morgan’s passion is providing clarity and confidence to everyone she works with. She values a comprehensive approach to financial planning, empowering her clients to maintain an intentional balance between living for today and planning for tomorrow. By combining the relational and technical elements of financial planning, she helps individuals achieve their goals, personally and professionally. Recently, Morgan achieved her CERTIFIED FINANCIAL PLANNER™ certification.
Outside of Keating and Associates, Morgan enjoys visiting local restaurants with friends, spending time with her dog, Meatball, and cheering on the K-State Wildcats!
DISCLOSURES
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
