Morgan Taylor, CFP®

Wealth Advisor

Designations and Licenses

Morgan is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Morgan works with clients to provide personalized wealth management solutions to help them reach their goals. She assists clients with financial planning, tax preparation, investing, reporting and a variety of projects.

Morgan joined Mariner Wealth Advisors as an intern in 2018 before becoming a full-time associate.

Morgan has a bachelor’s degree in agricultural economics with a minor in financial planning from Texas A&M University, where she graduated magna cum laude and was an active member of the University’s Financial Planning Association.

Personal Interests

Away from the office, Morgan enjoys traveling and taking cooking classes wherever she goes. Morgan and her husband travel to College Station for every Aggies’ home football and baseball game.

Morgan’s Office

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