Meet Our Team

A short message about the team

Will require CAR approval code for the title Meet Our Team and the short team bio or introduction message
Catherine A. Morrison-Stokely

Catherine A. Morrison-Stokely

  • CFP
  • First Vice President - Investments
This is where the bio would go

Short Bio for Financial Advisor

___________ (your name) is an experienced and knowledgeable financial advisor, ready to work with you to ensure you and your family’s financial future. He/She has a degree in ___________ from ____________, and has also been certified in  _ _____ (annuities, life insurance, estate planning, trusts, or whatever specific training you have). After _____ years  working with __________, _________ made the decision to start  his/her own financial services company, _________. Over the past ______ years, he/she has worked with more than ______ clients to help them choose, invest, and manage plans that will offer safe investments and excellent returns. As a financial planner, ________ ‘s main goal is to help you make well-informed decisions on what types of investments are right for you. He/She also emphasizes the need to adjust investment plans  as your goals and needs change.  _______will always listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that he/she devotes to his/her own. _________ looks forward to being your trusted advisor and expert resource as you build a secure portfolio of investments.  Contact __________ by _____ or _____ and let’s get to work on your future.
Michael M. Mewborne

Michael M. Mewborne

    • Financial Advisor
    This is where your bio would go
    Maria A. Hernandez

    Maria A. Hernandez

      • Senior Client Associate
      This is where the bio would go

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