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 a client service associate with Mariner Wealth Advisors. Before her transition 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.
Morgan enjoys camping, boating and traveling. She is an animal lover and a fan of the University of Kentucky.