Morgan provides all levels of support to RWS Financial Group advisors, assisting them in developing the financial plans for the firm. She is also responsible for the educational outreach programs provided by RWS. This includes scheduling, prepping, and coordinating educational seminars for the community
Before joining the RWS family, she received a Bachelor’s Degree in Business Management and a Minor in Accounting from Rochester University. In addition to her degree, she holds the Financial Paraplanner Qualified Professional certification from the College for Financial Planning.
Morgan is a big fan of sports and enjoys playing soccer and watching hockey. Aside from sports, in her free time she also enjoys cooking, working out, playing with her pup Duke and spending time with her husband and baby boy, family, and friends.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RWS Financial Group, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AK, AR, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific states referenced.
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