Morgan is a partner with Coastline Wealth Group and a Financial Advisor with Raymond James. Prior to helping found Coastline, Morgan worked for 9 years as a Financial Advisor with a national brokerage firm. While focusing her business on her clients’ individual financial objectives, Morgan believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to her clients’ best interests, that sets Morgan apart.
Morgan is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, she is able to gain a comprehensive understanding of your needs and goals. Morgan works hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions using wealth management, risk management, estate planning and more.
A Morgan City native, Morgan received a bachelor’s degree and MBA from Louisiana State University in Baton Rouge. She is a member of the Rotary Club of Morgan City. When not working, she spends her time with Jonathan, her husband and partner in Coastline Wealth Group, and their son Jack.