Penny Morgan

I am a dedicated financial professional with more than 10 years of experience helping individuals and families build confidence in their financial futures. My focus has been retirement and personal financial planning, guiding clients through important decisions with clarity, strategy and care.

As a FINRA licensed advisor holding Series 7, 66, 6 and 63 registrations, I offer a broad range of investment and advisory experience to support high net worth clients with comprehensive financial solutions. Acting as a fiduciary is central to my work, which means placing client interests first while delivering transparent and trustworthy guidance designed for the long term.

Strong relationships are the foundation of my approach. I take time to understand each client’s goals and priorities, then develop thoughtful strategies that promote financial wellbeing, security and growth. Integrity, continued learning and a highly personalized experience define the way I serve every client. I’m passionate about empowering clients to feel confident and prepared for every stage of life and I am honored to be a trusted partner in their financial journey.