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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
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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

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