Broker Check

Katherine Murray-Morse

Katherine Murray-Morse

[email protected]

Office: (323) 982-4108
Cell: (626) 644-0764

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Philosophy

Every individual, family and business owner is unique. I am committed to providing a thoughtful, grounded and insightful planning process that combines technical experience with a collaborative and creative approach. My goal is to provide situational awareness and help clients understand their options serving as the catalyst that enables them to realize their legacy during their lifetime.

Specialization

Katherine has a broad and varied background working with individuals, families, business owners and non-profits. She has always taken a holistic approach and developed strong relationships with her clients by working with a team of professionals to implement planning, financing, investment management and estate planning strategies.

Earned Success

Katherine has had a multi-faceted career in business, finance and non-profit, spanning 25 years. Joining Pacific Advisors is a natural and logical progression in an already accomplished career, enabling her to work with clients in an overall planning context to help them craft their total financial picture.

She was formerly Senior Vice President and Regional Private Banking Manager for a successful team of bankers in Wells Fargo’s Private Bank. Katherine and her team focused on taking a comprehensive approach to planning, financing and investment requirements of high net worth individuals, entrepreneurs, private families and not-for-profits. To accomplish those goals she understood complex lending requirements, various asset management and estate planning strategies and worked with a team of professionals to recommend and implement customized solutions.

Prior to Wells Fargo, she was with Union Bank where she served as Vice President and Private Banking Manager in Beverly Hills. She handled her own portfolio of diverse clients and was also recognized for superior banking results. Katherine began her career with Union Bank in Los Angeles where she was a Vice President, Team Leader and Private Banker working with professional firms, partners, closely held business and entrepreneurs.

More recently, Katherine served as the Interim Executive Director of Pacific Asia Museum in Pasadena, California providing transitional management to the museum following the departure of its Executive Director. With a strong strategic focus, excellent business acumen and people skills, coupled with understanding of the museum’s broad mission, she was able to maintain steady leadership and successfully move the museum forward in its 40th anniversary year.

Background

Katherine is a native New Yorker and later lived for several years in Boston, MA, receiving her Bachelor of Arts degree in philosophy from Wheaton College and MBA from Northeastern University.

Katherine believes in serving the community. Her civic responsibilities include Vice Chair, Board of Trustees, Pacific Asia Museum, joining the board in 2007; UCLA Longevity Center, Advisory board member, since 2005, she was also co-chair of its successful ICON Awards Dinner in May, 2007; and Questers El Molino Chapter of Questers which studies antiques and raises funds for historic preservation. Katherine is a former member of the Advisory Board for NAWBO-L.A. (National Association of Women Business Owners – Los Angeles), receiving its Hall of Fame Award in 2003.

Katherine lives in Pasadena, CA with her husband Doug, and their several dogs.

Education

Believing in continuously honing her skills, Katherine completed the educational requirements for the Certified Financial Planner (“CFP”) and passed the CFP Exam in July, 2010. She is also a member of PPP-L.A. (Partnership for Philanthropic Planning, Los Angeles), which focuses on education for the planned giving community.

Working with Katherine

  • You’ll receive the highest level of care and consideration, as her goal is to build a relationship upon a foundation of trust, confidentiality and respect.
  • Through careful listening, gleaned through many years in banking, she’ll discover your essential desires and concerns and work with you to create a strategy that is imminently achievable.
  • Combining technical experience with a collaborative approach, working as a team with other advisors, produces prudent, effective and original outcomes, as unique as each client.
  • By creating a comfortable environment, she works with clients to make the process of financial planning enjoyable, informative and always focused on where they want to be, paving a sound path to follow and offering a strong methodology to arrive at specific goals.
  • She will motivate you to take a committed look at your financial situation and to create a plan that allows you to maintain a balanced lifestyle with a working roadmap to the life you want to live today and each day forward.

CA Insurance License #0E42302, Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America, New York, NY.