Kathryn M. Brown

Principal at Morton Brown Family Wealth

By striving for balance in her own life, Kathryn Brown (Katie) leads by example for everyone around her. As a married mother of two children, her drive to furthering her profession exists alongside her commitment to family, health, and community service. In her role as Co-Founder and Principal of Morton Brown Family Wealth, she is a steward of her clients’ financial lives as well as a leader for a firm that is changing the way advice is delivered in the Lehigh Valley. Katie’s experience, vision, and values place her at the forefront of this movement. Katie has been outspoken about the importance of a comprehensive fiduciary approach to wealth management. A graduate of the 2011 Leadership Lehigh Valley class, Katie is a member of the Estate Planning Council of the Lehigh Valley and previously served as a Director on the Board for a four-year term. As a CFP Board WIN-to-WIN Mentor, Katie helps to guide aspiring female financial planners.

Timeline

  • Principal

    Current role