Morgan’s planning philosophy prioritizes the goals that matter most to her clients so she can help her clients pursue their dreams through customized financial plans and strategies. As an experienced financial advisor, Morgan came to Strong Gaddy Lee Wealth Management in 2021 and holds her Series 7 and Series 66 registrations held through LPL Financial as well as variable health and insurance licenses.
After graduating from the University of Georgia with a Bachelor of Administration in finance from the Terry College of Business, Morgan began her career as an account executive for Georgia Pacific in Atlanta and then in Long Beach, Ca. She most recently worked as a financial advisor for Merrill Lynch in Gainesville. She has a passion for helping others whether that be through her professional work or volunteer service and currently serves on the Young Alumni Leadership Council for the UGA Alumni Association.
She and her husband, Lucas, have one son, Houston, and a mini golden doodle, Olly, and enjoy cheering on the Dawgs, running marathons, traveling, volunteering and spending time with loved ones.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
NEWSLETTER
Securities offered through LPL Financial, member FINRA / SIPC. Advisory services offered through IFG Advisory LLC, a registered investment advisor. IFG Advisory LLC and Strong, Gaddy, Lee Wealth Management Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and / or transact securities business with residents of the following states: Georgia, Utah. CAR 1-609432
View this firm’s Relationship Summary
Copyright © 2020 Strong Gaddy Lee | Website by Forum Communications