Susan Morgan
Client Relationship ManagerSusan Morgan is the Client Relationship Manager at Keystone Financial Group, joining the team after retiring from a remarkable 38-year career at NASA’s Johnson Space Center, where she most recently served as a Branch Chief. Her extensive leadership experience in a highly technical and mission-critical environment has equipped her with exceptional organizational skills, attention to detail, and a commitment to operational excellence.
In her role at Keystone Financial Group, Susan is the first point of contact for clients and plays a key role in ensuring a smooth, supportive experience throughout their financial journey. From scheduling meetings to managing paperwork and streamlining processes, she brings warmth, clarity, and dependability to every interaction.
Susan’s unique background and calm, thoughtful approach make her an invaluable asset to both our team and the clients we serve. She is passionate about creating meaningful connections and helping ensure every client feels informed, cared for, and confident in the steps ahead.
