Leslie Morgan

Leslie Morgan

RELATIONSHIP MANAGER

What are three words people use to describe you?

Dependable, thorough and personable.

When you are not working, what do you care about most?

Spending quality time with my family.

What's your MoneyMind®?

Fear, “The Protector.”

As Relationship Manager, Leslie Morgan works hand in hand with clients and the Managing Directors during the Guidance process. She supports the advisers in the implementation of the clients’ financial plans and works tirelessly to help ensure the clients’ needs and expectations are met on a personalized level.