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Morgan is passionate about driving people to financial success. Morgan began her career at SullivanKreiss Financial as an intern, gradually progressing to an Advisor. Morgan has had the opportunity to grow alongside SulliavnKreiss Financial as Kerri is both her mentor and her mom. Morgan offers a fresh perspective to the SullivanKreiss Financial team having graduated from Bentley University with a concentration in Financial Planning.
Morgan believes that each client is unique, and truly enjoys learning about people, who they are, and what is important to them. Through building relationships, she is able to help align clients to achieve their goals in the most efficient way possible. Morgan takes the time to help clients with the emotional side of finances, listening and learning from their experiences, to individually coach them to best position themselves financially for the long-term.
Charity and giving back are deeply important to Morgan. She heads SullivanKreiss Financial’s Charity Spotlight program where various local non-profit organizations are highlighted and has coordinated several International Women’s Day events for SullivanKreiss Financial, with the goal of helping women and girls in need to help them succeed and push them towards financial freedom and independence.
In her spare time, Morgan would rather keep moving than stay still. She enjoys running and completed her first marathon in October of 2022. Morgan deeply enjoys traveling and exploring new restaurants and experiences. She is a devoted dog mom to Gilly and Theo, who keep her on her toes!