Kyra Hollowell Morris

Founder, CERTIFIED FINANCIAL PLANNER™, Enrolled Agent

Kyra began her financial planning career in 1983. She obtained her CERTIFIED FINANCIAL PLANNER™ designation in 1986. Mrs. Morris is committed to the development of financial planning as a profession. Kyra 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 the board of the Institute of Certified Financial Planners. From 2000 – 2004 she served on the CFP Board of Standards, which maintains the certification mark and the ethical standards established for CFP® professionals.

Kyra’s 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 many conferences both in America and abroad.

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.

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