In her role as Operations Manager at Raymond James, Morgan works to support Kathleen's business development and growth, as well as the growth of the Utah Raymond James Offices. She works directly with all branch cliental and strives to provide a high level of client service and attention to detail through innovative approaches.
Prior to joining Raymond James in 2015 Morgan worked at Goldman Sachs where she oversaw the operations for the Private International Lending desk. Preceding Goldman Sachs, Morgan worked in Wealth Management at UBS.
Outside of the office, Morgan is a figure skating coach at the Park City Ice Arena, actively involved in Minerstown CrossFit, and spends time hiking and biking with her husband Whitaker.