Morgan Williams

AAMS®
Financial Advisor

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Background:

I grew up in Sikeston with my older sister, Mara, and my parents, Greg and Michele. When I graduated from high school, I went on to Arkansas State University and was on the cheerleading team my freshman and sophomore years.

While in my final year of college I worked as a part time bank teller learning the ins and outs of personal banking. My time spent as a bank teller taught me that I wanted to be a financial advisor after graduation in Dec. of 2018. I spent 2019 studying and getting licensed and joined the family business as a financial advisor in Oct. of 2019. After getting the licensing finished in January, I went on to complete my Accredited Asset Management Specialist certification, my Certified in Long-Term Care designation and I’m a graduate of the Advisor Mastery Program (AMP), with Raymond James.

Experience:

Financial Advisor – 4 years

Education:

Sikeston High School, 2015

Bachelor of Science in Business Administration, Arkansas State University, 2018

Licensing:

Securities Industry Exam (SIE)

General Securities Representative Examination (Series 7)

Uniform Combined State Law Examination (Series 66)

Life and Health Insurance

Designations:

Accredited Asset Management Specialist, AAMS®

Certified in Long-Term Care, CLTC®

Activities:

Rotary International – member

President: 2023-2024

Vice President: 2022-2023

Sikeston Bulldog Booster Club – member

Board Member: 2022-2024

Leadership Sikeston – Class of 2020

Financial Services Institute (FSI) – member


Raymond James is not affiliated with the various listed outside organizations.


Raymond James is not affiliated with the above organizations and/or charitable causes.