Morgan has been with our team since 2008 and is an invaluable member of our practice. She is highly adept at offering solutions to unique client situations. In addition to servicing daily client and advisor needs, Morgan acts as a liaison between various Raymond James departments to assist our clients with their insurance, lending and estate planning needs. Morgan earned her bachelor’s degree in Business Finance from the University of Central Florida and obtained the CERTIFIED FINANCIAL PLANNER™ certification shortly thereafter. She currently holds her Series 7 and 66 licenses and is a Florida-licensed Notary.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.