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.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Keating & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services.
 

My Team

Purposeful

Beth Kraszewski, CFP®, CDFA®, CLU®

EXECUTIVE VICE PRESIDENT, KEATING

WEALTH MANAGER, RJFS

LICENSED INSURANCE AGENT, KEATING

Purposeful

Chris Pavel, CFP®, CIMA®, RMA®

FINANCIAL ADVISOR, RJFS

Diana Vazquez

ADVISOR SERVICES COORDINATOR, CLIENT SERVICE MANAGER, RJFS, KEATING

Purposeful

Geoffrey Dunmore, CFP®, CPWA®

FINANCIAL ADVISOR, RJFS

Emily Wolters, CFP®

FINANCIAL ADVISOR, RJFS

LICENSED INSURANCE AGENT, KEATING

Industry Disclosures

KEATING & ASSOCIATES:

Consulting and Financial Planning Services offered through Keating Financial Advisory Services, Inc. Keating & Associates and Keating Financial Advisory Services, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services.

Investment Advisory Services are offered through Keating Financial Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc.

Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

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. Please Click the links for the Privacy Notice and Form CRS for Keating Financial Advisory Services, Inc.

Raymond James’ Privacy Policy may be found here.

Raymond James’ legal disclosures may be found here

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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