Associate Wealth Coordinator
Morgan is an Associate Wealth Advisor at SageView Advisory Group. Prior to joining SageView, Morgan was an Associate Wealth Coordinator at Bloomfield Hills Financial, an independently owned wealth management firm, providing investment guidance and excellent client service to individuals, executives and business owners to pursue the preservation of their purchasing power throughout their lifetime.
Morgan graduated from Michigan State University with a bachelor’s degree in Finance and has her Series 7 and 66 professional designations along with her VA license and Life, Accident and Health License.
Morgan takes pride in volunteering with several local organizations like Leader Dog’s for the Blind in Rochester Hills and at the Michigan Humane Society. She has raised and trained a leader dog of her own, Gunson. Outside of work, Morgan enjoys spending time with her family where she is one of four children while also having a twin brother. She also enjoys traveling, attending MSU events, being outside whether it be hiking, walking her dogs, golf, and snowboarding.