Morgan enjoys sharing in her clients’ happy moments while supporting them through life’s many transitions and helping carve their unique path to financial security and freedom. “It’s incredibly rewarding to help clients gain a deeper understanding of what they truly want and then be able to help them achieve their goals.”
Morgan joined Hightower in the spring of 2020, bringing more than a decade of experience in building and sustaining client relationships, as well as an aptitude for project management. As the Associate Director of Financial Planning, she strategizes ways to continue growing the knowledge of the financial planning team and works closely with clients and advisors to prepare cohesive financial strategies. Morgan also assists the investment team with performance reporting.
Morgan earned a Bachelor of Arts degree in Applied Psychology and Business Administration from Bryant University in Rhode Island, where she played on the volleyball team and was a member of Psi Chi National Honors Society. Go Bulldogs! Morgan earned her Certified Financial Planner (CFP®) certification in 2022.
Born in Los Angeles, California, and raised in Austin, Texas, Morgan now lives in Rockville, Maryland, where she enjoys spending time with her husband, Sean, cuddling with her two cats, Chopper and Andi, and playing with her dog, Poe. In her free time, she enjoys walking with all three pets. Yes, the cats walk, too! Morgan spends a great deal of time outdoors hiking, biking, swimming, and exploring, though she also enjoys a hot cup of coffee and a good book. During her time away from the office, she often travels to visit family and friends.