From investors in the initial stages of planning and creating their financial futures, to those needing to manage significant wealth, Morgan brings a range of services to her clients to help them reach their financial goals. A natural-born educator who enjoys sharing her expertise on topics pertaining to wealth management and retirement plans, Morgan explains, “I give advice to my clients as if they are my own parents or grandparents.” A graduate of the University of Central Florida with a degree in Finance, she not only has a depth of financial knowledge and knowledge of retirement products such as 401 (k) plans, she knows the local market and has had a strong presence in the community for many years.
Morgan was elected to the Board of Trustees of SECO Energy District 9 in 2019 and served as its Secretary/Treasurer from March 2023-25. Recently, in 2025, she was elected Vice President of the Board. She has attained the Director Gold credential, which is the highest level of achievement through the National Rural Electric Cooperative Association.
In 2023, Morgan was named one of Lake and Sumter Counties’ “40 Under 40”, in an article published to “shine a spotlight on the area’s most talented young doctors, business owners, executives, caregivers, financiers, visionaries, educators, leaders, professionals, innovators and artists who achieved career success before reaching mid-life.”
She also served as Vice President for the Leadership Lake County Class of 2019 and was named a Five-Star Wealth Professional Wealth Manager in 2016.
Getting to Know Morgan
Passions: Roller skating, feeding the cows on our property, spending time with family and friends.
Best Piece of Financial Advice You Received: If you can’t afford to pay for it now, then you shouldn’t buy it.
Favorite Quote: My life is mine.
Hidden Talent/Skills: Roller skating.
Favorite Holiday: Thanksgiving.
Biggest Accomplishment: Buying property with my husband, where we will build our forever home.