Katrina Thompson

Sr. Client Service Associate

Prior to Hightower, Ms. Thompson worked in the president’s office at Jefferson Community College as a clerical assistant.

She has been with Morgia Wealth Management since 2013. Due to Katrina’s industry experience, she is able to provide assistance to many of our clients with complex issues and helps them simplify all aspects of their financial lives. Her daily responsibilities include, meeting with clients to establish new accounts, establish trust and estate accounts, transfer accounts, process retirement distributions and handle all client inquiries and requests.

Katrina has associate degrees from Jefferson Community College in office technologies and business administration and a bachelor’s degree in business administration from SUNY Potsdam. She is also a New York State Notary.

Sr. Client Service Associate, Katrina Thompson
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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