Kaley E. Morrell CPA
Kaley E. Morrell, CPA, is an Associate Financial Advisor at WebsterRogers Financial Advisors, LLC . Kaley began her accounting career in 2019 when she began working with our sister firm, WebsterRogers LLP, and joined the WRFA team in 2025. At WebsterRogers LLP, she specializes in tax compliance and planning for both individuals and trusts and estate planning.
Education:
- University of South Carolina Class of 2019 - (MACC)
- Wofford College Class of 2018 - Bachelor of Arts in Accounting and a Bachelor of Arts in Finance
Professional Affiliations:
- Licensed Certified Public Accountant in South Carolina
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the South Carolina Association of Certified Public Accountants (SCACPA)
Community Involvement:
- Member of the Florence Symphony Orchestra Board of Directors
- Member of the Women in Philanthropy – Eastern Carolina Community Foundation Board of Directors
Beneath the Surface:
As I navigated through several tax seasons and tax law changes, I became intrigued with how financial planning and tax compliance correlate to help a client achieve their financial plans during their life and for the generations that follow. My hope in joining WRFA is to build lasting and trusted relationships with clients as I help them navigate their financial plans while also providing tax advice and planning. The collaborative approach that the team takes ultimately benefits the clients to develop a well-rounded plan.