Kyra Hollowell Morris
Founder, CERTIFIED FINANCIAL PLANNER™, Enrolled Agent
Ms. Morris began her financial planning career in 1983, and obtained her CERTIFIED FINANCIAL PLANNER™ designation in 1986. She is committed to the development of true financial planning as a profession. Ms. Morris was one of the founders of the SC Society for the Institute of Certified Financial Planners in 1985, and from 1993-1997 she served in a national position on this board. From 2000–2004, she served on the governing board for the CFP Board of Standards, during which time Ms. Morris joined the US TAG team for the development of financial planning as an international ISO standard.
Ms. Morris’ accolades include being named six times by Worth Magazine, Mutual Fund Magazine and Bloomberg Wealth Management as one of the top financial planners in the country. In addition, Dow Jones Investment Advisor featured her on their cover, and Financial Planning Magazine named her one of the “Movers and Shakers” in the profession. Ms. Morris speaks at conferences both in America and abroad.
Ms. Morris values all individuals and seeks to create empowered, abundant lives using her ability to correlate a person’s desires with their overall resources.
Ms. Morris has her own empowered, abundant life with her husband, Rob; three sons: Tucker, Bobby, and Gable; and two grandchildren. She is a 4th degree black belt in karate and participates in sprint triathlons and half marathons. She also enjoys exploring the world through food and travel.
Client Focus:
Kyra, through her company and staff, values all individuals and seeks to enrich lives by using her experience and skills in wealth and investment management. Her goal is to integrate her clients’ core values and life goals into successful financial planning and investment strategies tailored to their particular needs and circumstances.