Morgan provides administrative support, assists with day-to-day client request, scheduling and meeting preparation. Morgan holds the Certified Long Term Care (CLTC®) designation. Prior to joining Brandywine Oak Private Wealth, Morgan served as a Registered Client Associate at Janney Montgomery Scott and has worked in the industry since 2018.
Morgan enjoys yoga, traveling and spending time with her friends and family. She currently resides in Glen Mills, PA.