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Katie B
CFP®, Series 66
Omaha, NE
Morey & Quinn Wealth Partners
Katie Bruno is a CFP® with 11 years of experience in the financial services industry. She has worked at Morey & Quinn Wealth Partners since 2018 and previously held roles at Raymond James and Associates. In addition to her advisory work, Katie serves as secretary for the Financial Planning Association of Nebraska and the Breakfast Optimist Club, and she owns Lotus Divorce Services as a Certified Divorce Financial Analyst. Morey & Quinn Wealth Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations by providing comprehensive financial planning and discretionary wealth management. The firm employs fundamental analysis and tailored investment allocations, managing portfolios through discretionary trading and independent broker-dealer custodians.
Michael M
Series 63, Series 65
Omaha, NE
Morey & Quinn Wealth Partners
Michael Morey is a financial advisor with Morey & Quinn Wealth Partners in Omaha, NE, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior roles include 19 years at Raymond James Financial Services and ownership of Morey-Voorhees Financial Services for 13 years. He is also active as an insurance agent, selling and servicing annuities. Morey & Quinn Wealth Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations by providing comprehensive financial planning and discretionary wealth management. The firm employs fundamental analysis to guide investment decisions and offers personalized portfolio management, combining advisory, brokerage, and insurance services within a compact three-advisor structure.
Pauline Q
Series 63, Series 65
Omaha, NE
Morey & Quinn Wealth Partners
Pauline Quinn is a financial advisor with Morey & Quinn Wealth Partners in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior firms include Raymond James Financial Services Advisors Inc. and P J Quinn Wealth Advisors. She is also licensed as an insurance agent and sells and services insurance products. Morey & Quinn Wealth Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations, providing comprehensive financial planning and discretionary wealth and portfolio management. The firm employs fundamental analysis to guide investment decisions and offers tailored portfolios with discretionary trading through an independent broker-dealer custodian.
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