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Vicki Morris

Vicki Morris

Client Service Associate

Vicki's full focus is seeing that our client's needs are met quickly and efficiently. Vicki helps support our advisors by overseeing the quarterly spreadsheets, assisting clients with their online access, tracking transfers, withdrawals and distributions and setting up new client accounts.

Vicki comes to us with an extensive background of customer service in the oil and gas industry, specializing in overseeing project activities including vendor relationships, client contracts, invoicing and deliverables. 

Vick's spare time is usually spent attending her kids' events either at horse shows or on the soccer field. She is a proud Houston Fire Fighter wife and supports local animal rescues, especially ones specializing in equine rescue.