Kimberly Morrison

Kimberly Morrison

Operations Assistant

Phone: (414) 278-1521
Fax: (414) 276-2411
E-mail:
 

Kimberly started with AXA Advisors, LLC - Wisconsin Branch in December of 2017 with over 10 years of administrative and education experience. Prior to joining AXA Advisors Milwaukee office, Kimberly was a Supervisor at Marquette University’s Cafés. Previous to that, she was an Administrative and Legal Assistant at Heins Employment Law Practice. 

Kimberly was born in Berkeley, IL and moved to WI on 2008. She went to the University of Wisconsin - Milwaukee where she received her BA in Education.

Kimberly lives in Milwaukee with her fiancé and two cats. When she is not working, Kimberly enjoys gaming, cycling, and crocheting. She also volunteers with the American Legion Auxiliary regularly.

Services
Administrative Assistant to Sr. BOM and Manager - Branch Operations and Technology
Schedules meetings and sets appointments for Operations
Client Assignment System (CAS)
Assists in providing services to CRM Clients
Office supplies ordering 
Design Center Support
Assists FPs as needed
Building Liaison Back-up
Receptionist Back-up


Kimberly Morrison offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.