Experience and Education

Morgan provides clients with personalized wealth management to help them meet their goals. She also serves as a daily contact for clients, assists with the team’s administrative needs and provides support on a variety of projects.

Prior to her current role, Morgan spent four years as a client service associate with Mariner. Before she transitioned to the finance industry, she worked in marketing and sales.

Morgan holds a bachelor’s degree in marketing and a bachelor’s degree in business management from Indiana University Southeast.

Personal Interests

Morgan enjoys camping, boating and traveling. She is an animal lover and a fan of the University of Kentucky.