Morgan Taylor, CFP®
Designations and Licenses
Morgan is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Morgan builds and maintains client relationships by working as part of a wealth team that provides comprehensive wealth management plans to clients. She also serves as a daily contact for clients, assists with the team’s administrative needs and provides support on a variety of projects. Morgan joined Mariner Wealth Advisors as an intern in 2018 before becoming a full-time associate.
She 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.
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.