Morgan McNeely brings over six years of experience in the financial industry to her role as Branch Associate at Evans Wealth Strategies. With a background in auditing at Deloitte & Touche and hands-on experience as a licensed financial professional, Morgan combines analytical expertise with a passion for helping clients build stronger financial futures. She holds a Bachelor of Science in Business Administration with a concentration in Accounting from Widener University and maintains her Series 6, 63, 65, SIE, and Life & Health licenses.

Morgan’s favorite part of her job is the people—both the supportive team she works with and the clients whose lives she helps impact every day. At EWS, she supports both Mary and Crystal, helping ensure clients receive exceptional service and personalized attention.

Morgan lives with her husband, Tad (her high school sweetheart), and their one-year-old son, Jace. She’s a beach lover at heart and enjoys spending time with friends and family, lounging by the pool, or shopping when she gets the chance. She’s also a proud cat mom to two feline companions, Ollie and Leo.

Morgan’s go-to financial advice? “It’s never too early to start investing—something is better than nothing.”