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Timely insights on market trends, economic shifts, and key financial developments—straight from our investment team.

Lauren Morgan

,MBA, FPQP®

Client Service Team Lead

When you’re not working, you’re…?

I enjoy spending time with my daughter and family. When I am not running to school events or sporting events, I enjoy cooking, gardening, reading, and traveling.

How do you do good in your community?

One of my passions is helping with a local food bank to provide weekend meals for children at our local elementary schools. I also enjoy volunteering weekly at my family’s church in the children’s ministry.

Where did you grow up? Where do you live now?

I was born and raised in Asheville, North Carolina. After living in several other locations across the state, my family has returned to the beautiful mountains of Western North Carolina where we plan to stay!

What’s a destination in the world that you aspire to visit?

I would love to visit the Maldives, the tropical paradise in the Indian Ocean, which is at the top on my bucket list.

Articles by Lauren Morgan

Professional Designations

Master of Business Administration

Financial Paraplanner Qualified ProfessionalTM

Education

University of North Carolina at Pembroke

MBA, Finance

 

University of North Carolina at Greensboro

BS, Business Administration and Economics

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