WHO ARE WE -

Kiersten Guthro

Client Service Associate

Ms. Guthro was hired by Morgia Wealth Management in 2019 to directly assist clients with their financial needs. Her daily responsibilities include marketing, establishing new accounts, establishing trust and estate accounts, transferring accounts, processing retirement distributions and handling all client inquiries and requests.

Ms. Guthro started her education at Jefferson Community College then continued to graduate from SUNY Oswego with a Bachelor of Science in business administration in 2019.

Client Service Assoicate, Kiersten Guthro.
Logo for wealth management firm, Morgia Wealth Management
151 Mullin St.
Watertown, NY 13601

Office: (315) 222-7148
Fax: (315) 836-0058
Toll Free: (888) 369-8880

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