Katie Morris

Retirement Plan Coordinator

Katie provides support to the Longfellow Advisors Retirement team. She is a team player who thrives in a fast paced environment. With strong organizational skills and a proficiency at problem-solving, she is able to handle multiple tasks at once and resolve any issues that may arise.

Katie joined Longfellow in October 2010. She holds a degree in Art History from The University of San Diego, as well as her Series 6 and 63 licenses through LPL.

The two things she appreciates most about working at Longfellow are the people and the commitment to constant improvement.