Morgan Strange, CFP^®

Designations and licenses

Morgan is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Morgan provides clients with personalized wealth management to help them meet their goals. Whether that be tax planning, estate planning, insurance review, investment management, creating financial plans, or all of the above, she is prepared to help her clients understand their overall financial picture and achieve long-term objectives.

Prior to her current role, Morgan spent a year as an associate wealth advisor and four years as a client service associate with Mariner.

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 with her family. She is an animal lover and an avid fan of the University of Kentucky.

Morgan’s Offices

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.