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Biography

Angie is a Partner in the Louisville office where she is responsible for the strategic development of Retirement Plan Advisory services within Workplace Solutions. She also consults with business owners on financial reporting and due diligence, including M&A, compensation, ESOPs, deferred compensation, and incentive equity plans.

Prior to joining Cerity Partners, Angie served as the Chief Financial Officer and ESOP Administrator for ARGI Financial Group. Additionally, she spent 12 years in Corporate Finance with UPS Airlines and Papa John’s International, specializing in external reporting, financial forecasts, and incentive compensation.

Learn more about my practice.

Education

  • B.S. in Accounting from Western Kentucky University

Highlights

  • Certified Public Accountant
  • Nonqualified Plan Advisor (NQPA™)
  • Certified Management Accountant (inactive)
  • Board Member for KMAC Contemporary Art Museum
  • Former Board Member for Family & Children's Place

Latest Insights

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Angie Morrison

Partner

Corporations

Fixing 401(k) Failures: The Benefits of NQDC Plans

Nonqualified deferred compensation plans are often thought of as a “nice to have” for executives, but in the right situation they can play a key role in solving the problem of failed 401(k) plan testing and avoiding frustrations for your leadership team.

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.