“People change for one of two reasons, they learn enough that they want to or they hurt enough that they have to.” -Author unknown
None of us want to feel the hurt that limited finances can bring into our lives. Learning how to prepare for the future can lead us to feelings of comfort, control and relief. All of us want to have a good future and this is one of the primary reasons I entered the Finance Industry.
My name is Kerrie Morris and I am one of the Wealth Managers here at Tri-Pointe Wealth Advisors, LLC. For the past 14 years I have been blessed to work with clients who are eager to learn how to prepare for future events such as retirement, college, savings, life insurance and passing along generational wealth.
I enjoy meeting new clients and learning of their goals and what priorities they have in life. Each of us value different things and building a plan that leads to the specific goals of each client is an exciting and rewarding part of my career. Seeing the relief that clients gain from knowing they will not struggle with how to approach retirement is a great reward.
As a life long resident of South Hills of Pittsburgh I have been involved in client events, seminars, community events and social media for years. I enjoy spending time with my family, watching my children participate in each of their chosen athletic fields, training in martial arts and being active church activities.
I look forward to working with new clients and learning how we can build a stronger future for you.