200 Crescent Ct Ste 500 Dallas, TX 75201-6942
McKenzie Morgan Registered Client Service Associate

McKenzie plays a key role in ensuring our office runs efficiently and provides valuable support for our financial advisors and clients. She manages a wide array of duties, including handling service requests, managing client accounts and assisting with our team’s marketing efforts. Personable and detail-oriented, she strives to ensure clients receive timely and thorough responses to each of their requests, and is committed to providing an exceptional client experience while helping advisors do the best job possible.

Before joining our team in March 2022, McKenzie was a Financial Professional at Equitable Advisors. She earned a bachelor’s degree in Economics and Entrepreneurship from The University of Oklahoma.

After Attending College in Norman, Oklahoma, McKenzie moved back to Rockwall, Texas with her fiancé to be closer to family. In her free time, McKenzie enjoys working out, traveling, and spending time with her loved ones.

McKenzie is also dedicated to serving her community. She has volunteered her time at women shelters, feeding the homeless, and several other activities. McKenzie has also participated in runs that aid in raising money for numerous charity organizations.


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