From investors in the initial stages of planning and creating their financial futures, to those needing to manage their wealth, Morgan brings a range of services to her clients to help them reach their financial goals, including holding educational seminars for retirement plan participants. “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 named Vice President of the 2019 Leadership Lake