

Kelsey Morrison
Vice President - Insurance & Investment Consultant
Duncan & Haley Ltd
United States, Washington, Seattle
About Me
As Vice President at Duncan & Haley, Kelsey is dedicated to helping clients reach their goals. She has an innate talent for ‘reading between the lines’ and getting at the heart of clients’ true needs. Employing a careful balance of education and advice, she explains strategies in a straightforward and candid way. Kelsey joined Duncan & Haley in 2003 after graduating with a BA in Business from University of Washington (Go Dawgs!). Speaking of her years at Duncan & Haley, Kelsey says, “I was lucky to be mentored by some of the best in the business. I was told early on to ‘only recommend to clients what you would to your own mother’. That unbiased, transparent approach is at the core of Duncan
Profile Information
Vice President - Insurance & Investment Consultant
Duncan & Haley Ltd
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Seattle
Washington
United States
May 16, 2024
More profiles to browse
JH
John Haley
President
You Might Like
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
RD
Russ Degitz
Principal
Huntington University