Morgan is dedicated to helping clients navigate important financial decisions through thoughtful planning, personalized service and a commitment to long-term relationships. She works collaboratively to support clients’ financial goals and deliver a high-touch wealth management experience.
Prior to joining NewEdge Wealth, Morgan was a Team Administrator at UBS.
She earned her B.A. in Public Policy from the University of Chicago.
Morgan currently calls Cedarburg, WI home. In her free time, she can be found coaching her kids, reading, and hanging out with family and friends.