From investors in the initial stages of planning and creating their financial futures, to those needing to manage their wealth, Morgan brings a range of services to her clients to help them pursue their financial goals, including holding educational seminars for retirement plan participants. “I give advice to my clients as if they are my own parents or grandparents.”
A graduate of the University of Central Florida with a degree in Finance, she not only has a depth of financial knowledge and knowledge of retirement products such as 401 (k) plans, she knows the local market and has had a strong presence in the community for many years. Morgan is a part of the 2019 Leadership Lake County Class.
She was named a Five-Star Professional Wealth Manager in 2016.
Morgan is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.