Morgan is primarily focused on providing administrative support and first-class service to clients. Originally from the Sarasota area, Morgan moved to Washington, D.C. in 2012, where she earned her Bachelor of Science degree in business management from University of the Potomac. After spending five years in Washington, D.C., Morgan returned to Sarasota in 2017 and began her career in wealth management.
In her spare time, Morgan enjoys ;running, traveling to unique locations around the world, and volunteering as a mentor with Take Stock in Children of Sarasota County.
