ClickCease

Karen A. Garrison

Karen A. Garrison
Karen A. Garrison
Client Service Associate
Email

Karen is committed to providing exceptional client service and creating relationships built on trust.

Karen enjoys helping individuals and families organize their financial lives so they can enjoy what matters most to them. As a member of the firm’s client service team, Karen interacts daily with clients to manage service requests and provide account assistance. She also provides administrative and operational support to the advisor team.

Karen has nearly 20 years of experience leading client support functions for financial advisors. Prior to joining Morton Brown Family Wealth, she worked for larger brokers and independent RIA firms in a client management role. She holds an M.B.A. in Finance from Seton Hall University and a B.A. in Economics from Montclair State University.


OUT OF THE OFFICE

Karen enjoys spending time with her husband and catching up with her three grown children. She feels inspired and fulfilled when spending time with friends and family, vacationing at the beach, taking long walks, listening to music, and finding quiet time to give thanks.