• Rochester, NY 585-348-9525
  • Jupiter, FL 585-348-9533
Novem Group
  • Home
  • About Us
  • Services
    • RIA Disclosures
    • For Individuals
    • For Companies
    • For Advisors
  • Client Portal
  • Broker Check
Select Page

Kristi Morgan

by nextAdmin1 | Nov 19, 2019 | Account Manager

Kristi Morgan from Novem Group
Kristi Morgan

Client Service Associate
585-348-9245
kmorgan@novemgroup.com

Read Bio

Recent Posts

  • Novem Nexus SE02E14: The Financial Implications of Climate Change
  • Weekly Market Commentary 5/19/25
  • Weekly Market Commentary 5/12/25
  • Novem Nexus SE02E13: Maximizing Employee Benefits: From 401(k)s to Stock Options
  • Weekly Market Commentary 5/5/25

Archives

  • May 2025
  • April 2025
  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • April 2020
  • November 2019

Categories

  • Account Manager
  • Blog
  • commentary
  • Financial Advisor
  • Investment Assistants
  • Other
  • Reading List
  • Top-Management

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
  • Home
  • Rochester, NY
  • Jupiter, FL
  • SITEMAP
© 2019 CGI Communications Inc. Developed by e·LocalLink™.
Kristi Morgan
Client Service Associate

585-348-9245
kmorgan@novemgroup.com

Kristi Joined Novem Group in February 2016. A graduate of Bryant & Stratton college with an Associate’s degree in Business Administration, she came to Novem with 12 years of experience in the finance industry working with corporate and individual clients. Kristi is a licensed Notary Public, holds her New York State Life, Accident & Health license and has her FPQP™ designation. Kristi lives in Spencerport, NY with her husband Adam and her three children.