KATHLEEN S. MORGAN, CFP Edward Jones Investments Licensed Securities Dealer (NASD) - 1984 Certified Financial Planner (CFP) - 1991 Accredited Asset Management Specialist (AAMS) - 1996 Georgia State Insurance License - 2000 Kathleen S. Morgan is an Investment Representative experienced in investment management and financial planning. Mrs. Morgan has assisted clients with a variety of investment goals and financial concerns. She has enjoyed a varied and complex practice providing advice to clients concerning investment choices, retirement planning, education funding and other financial goals. She has also provided portfolio analysis and asset allocation guidelines to individuals and small business owners. Mrs. Morgan has a strong commitment to client financial education and provides seminars and workshops on a variety of topics including long term care and life insurance needs. Before opening her Edward Jones office on St. Simons, Mrs. Morgan was an Investment Representative for Bank of America in Washington state covering the Olympic Peninsula. Prior to that, she was a financial planner in Hawaii. Kathleen currently serves on the Board of Directors for the YWCA.