Bozeman Financial Advisors :: Kaitlyn Morgan

Kaitlyn Morgan, Office Administrator

Kaitlyn Morgan is from the small town of Florence, Montana, nestled in the beautiful Bitterroot Valley. Kaitlyn earned her undergraduate degree in Finance from Montana State University in May 2020. Prior to graduation, she traveled with MSU’s Finance Club to New York City, where she was able to tour some of the largest companies in the finance world including BlackRock, Blackstone, JP Morgan Chase, Riverstone Holdings, Bloomberg, and the NYSE. Although New York City made a great impression on her, Kaitlyn was reassured that the fast-paced, corporate finance world was not for her and was happy to return to Montana to continue her education. She is currently pursuing a master’s degree in family financial planning at Montana State University.

Working as office administrator for Bozeman Financial Advisors, Kaitlyn has the opportunity to not only further her knowledge and experience but also to pursue her passion for helping and teaching others about finance as she works towards her future career as a financial advisor.

A very active person, Kaitlyn spent her high school freshman summer working with the Youth Conservation Corps in the Lee Metcalf Wildlife Refuge. She enjoys meeting people and experiencing cultures from around the world and is always surprised in her travels when people are familiar with Montana. Her favorite activities include hiking, fishing, camping and backpacking. When she isn’t in crunch time at school, she loves to relax by reading and cooking.