A complete list of active advisors currently associated with Morey & Quinn Wealth Partners

Warmer can help you find a great advisor at Morey & Quinn Wealth Partners or one who fits your needs even better.

The firm serves individuals, high‑net‑worth individuals, trusts, estates, charitable organizations, and corporations, offering comprehensive financial planning and ongoing discretionary wealth management and portfolio management for individual clients. Financial planning engagements may cover cash management, insurance, retirement, estate and tax planning, while wealth management clients receive personalized investment policies and continuous portfolio supervision. Investment decisions are guided by fundamental analysis and implemented through tailored allocations to individual equities, bonds, mutual funds, and ETFs, with discretionary trading on behalf of clients. The firm commonly places clients into broker‑dealer‑sponsored wrap fee programs, directs trading and custody through an independent broker‑dealer custodian that provides institutional research and technology support, and discloses the use of standing letters of authorization for third‑party money movement. A distinctive feature of the firm is that multiple supervised persons maintain broker‑dealer registrations and insurance licenses, and may receive separate commissions for securities or insurance transactions, a conflict of interest the brochure discloses. The firm was formed recently but manages several hundred million dollars with a compact three‑advisor ownership structure, combining advisory, brokerage registrations, wrap‑program participation, and insurance activities in a way that is less common among similarly supported firms.

To learn more about the advisors currently working at Morey & Quinn Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Katie Bruno	Omaha, NE	11
Michael Morey	Omaha, NE	20
Pauline Quinn	Omaha, NE	32

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