As an Associate in the firm’s Client Advisory Group, Morgan plays an integral part in supporting the complex needs of the firm’s esteemed clientele.
An accomplished financial services professional, Morgan arrived at TwinFocus with many years of experience in the financial services industry. Prior to TwinFocus, she spent three years on the client services team for an investment advisory firm in the Boston area. There, she was the lead support for all Institutional and Advisory client relationships. Morgan holds her Series 65 and is a duly Registered Investment Advisor and has successfully obtained her Series 6, 63, and Life/Health Insurance designations. She is currently pursuing her Certificate in Financial Planning through Boston University.
Born and raised in Cleveland, Morgan grew up with a passion for tennis. As an accomplished competitor, Morgan won the Ohio State Doubles Championship in her division. She went on to continue her athletic pursuits at Trinity College in Hartford, Connecticut, where she earned her Bachelor of Arts degree in Political Science.
While she may always be a Midwesterner at heart, Morgan has grown to love the east coast lifestyle. Whether it’s skiing in Vermont during the winter or enjoying the beach in the summertime, Morgan takes advantage of all that living on the East Coast has to offer.