Morgan assists the Advisors in developing the financial plans for the firm. She holds a Bachelor's Degree in Business Management and a Minor in Accounting, as well as, the Financial Paraplanner Qualified Professional certification from the College of Financial Planning. Morgan joined the RWS team in May of 2017.
Morgan enjoys playing soccer and watching hockey. In her spare time, she also enjoys cooking, working out, and spending time with her fiancé and family .