Savvy Ladies Volunteers
Volunteer’s Bio
Morgan earned her degree in Finance from Central Michigan University, which created the foundation for her career in wealth management. Morgan started her career in 2017 as a Wealth Advisor Associate, working with different wealth management teams throughout her area to help offer a comprehensive approach to financial planning that incorporates all the different aspects that make up a client’s unique financial picture. She then became a Financial Advisor in 2018 and earned her Certified Financial Planner designation (CFP®) in 2021. She has been leveraging her experience to lead financial planning initiatives with her team, consistently striving to be a trusted source of guidance and support for her clients to help them navigate through both the joyful and challenging chapters of their lives.
A native of Swartz Creek, Michigan, Morgan now resides in Clarkston, Michigan. Outside of the office, Morgan enjoys yoga, traveling, relaxing anywhere by or on the water and spending quality time with her family and friends.
Areas of Expertise (as specified by volunteer)
Budgeting;Debt Management;Family Finances;Investing;Marriage and Money;Retirement;Wealth Management