Kyra Hollowell Morris

Employer firm

Morris Financial Concepts, Inc. CRD 114862

$538M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2001 → Present
  Morris Financial Concepts, Inc.
  Mount Pleasant, SC
• 03/1990 → Present
  Morris Financial Concepts
  Mount Pleasant, SC

Other Businesses

1) Morris Tax Planning, LLC; Not directly investment-related, but provides tax-related services for some advisory clients; 409 Coleman Blvd Ste 101; Tax preparation and bookkeeping; President; Since 2012; Approximately 500 hrs, full-time, on a yearly basis from 3/1 - 4/15; Provides tax preparation and bookkeeping services for clients, including some Morris Financial Concepts, Inc. clients. 2) TCP Hannahan; Not investment-related; 409 Coleman Blvd; Real Estate Rental & Development, LLC; Sole owner; Since 2022; Approximately 10 hrs/wk, primarily during securities trading hrs; Oversees tenants, bookkeeping, and developing the property.

Designations

• Certified Financial Planner