Katie Bruno, CFP, CDFA, MIMFA

Morey & Quinn Wealth Partners
11225 Davenport Street, Suite 109
Omaha, NE 68154
(402) 502-9827
katie.bruno@raymondjames.com

Katie Bruno is a financial planner with Morey & Quinn Wealth Partners. What Katie brings to her financial planning practice is a gift for building relationships, and genuine concern for where people are in their lives. 

Many of her clients come to her faced with the financial questions and decisions that need to be made after losing a spouse, being forced to retire, or going through a divorce. Do they have enough income to support their family? Are they able to retire or are they on track to retire? Is their future protected? What kind of investments and insurance do they have and/or may need?

Her educational approach allows each client to feel comfortable and confident. What sets Katie apart is her comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to her clients' best interests.

She believes that everyone deserves the guidance from a team of professionals, regardless of the amount of money. The real value of a professional is helping you live a better life: a Well Planned Life.