Morgan joined Raymond James in 2015, and subsequently Wasatch Capital Management, a team committed to providing multigenerational wealth solutions and stewardship to affluent families, transitional wealth, endowments, non-profits, and successful business owners with investable assets of at least $250,000. Morgan’s team believes in taking a holistic approach to the complexities of wealth, working closely with the key stakeholders in your life to ensure all essential pieces of your wealth story are aligned together seamlessly. Morgan and her team believe that people now more than ever are in need of honest advice and clarity, amid all the noise and media turmoil.
Morgan serves as a Financial Advisor and co-leader of business development and strategy for Wasatch Capital Management. In 2018 Morgan earned CERTIFIED FINANCIAL PLANNER™ designation, representing a standard of excellence and a high level of competency, ethics and professionalism. Prior to Raymond James, Morgan completed successful tenures at Goldman Sachs and UBS.
Morgan’s commitment to make tomorrow better than today shines through in her work on the board of trustees for the Egyptian Theater in Park City, Utah, Closure to Cure Foundation, Upbeat! Of USUO, and as a Figure Skating coach at the Park City Ice Arena.
She enjoys the active lifestyle of Park City, and is passionate about art, music, and philanthropy. A former member of the U.S. Junior World Synchronized skating team, double U.S. Figure Skating Gold medalist, and amateur golfer, she originally hails from upstate New York, and the Chicago suburbs. Morgan now resides in Park City, UT with her husband Whitaker.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.