Catherine Morrison
Senior Vice President at
Wells Fargo Advisors Financial Network, LLC
Years of Experience
27 years
Number of Clients
160
Average Client Size
$1,000,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I ask a lot of questions—not because I'm trying to check a box, but because I've found the things that matter most are often the things people don't talk about right away.
Clientele
Services Provided
Estate Planning Strategies
Insurance
Investment Planning
Retirement Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Education
The American College of Financial Services
Tax Planning Certified Professional®
Obtained in 2026
Texas State University
Bachelor of Business Administration - Finance
Obtained in 1988
Previous Work Experience
Conservant Capital of Conservant Financial
Founding Partner, Senior Vice President
2022 - Present
Wells Fargo Advisors
First Vice President - Investments
2014 - 2022
Morgan Stanley
Financial Advisor
1999 - 2014
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.
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Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested