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Sierra Morningstar

FPQP®

About Sierra Morningstar

Sierra received her bachelor’s degree in Communications from the University of Pittsburgh in 2016. She joined Regina Beatty’s team as the Client Relationship Manager back in February 2019. Sierra assists in overseeing office operations and implementing policies to ensure absolute satisfaction is achieved for each client. Her organization and leadership skills and experience in customer service and marketing make Sierra a real asset in all facets of client relations. Sierra is committed to sustaining long-lasting and trusting client relationships by providing straightforward and effective service. She also enjoys spending time with her family and her Shih Tzu, Bailey.

 

CRN-3398831-011121

Education
  • B.S., The University of Pittsburgh

Primary Service Areas

Investment management

Capital market analysis

Portfolio design and management

Investment planning

Retirement planning

One Northgate Square, Suite 210, Greensburg, PA 15601