Client Advisory


Morgan is a Senior Associate in the Louisville office, where she prepares monthly financial statements and provides account analysis for a variety of clients. Her responsibilities include completing special projects, performing financial transactions, and assisting with client communication and management.

Prior to joining Cerity Partners, Morgan served as a Senior Accountant at ARGI Financial Group, where she worked with a team of focused consultants to help provide clarity for individuals and businesses through comprehensive, integrated financial services. Before ARGI, she was the Director of Operations for the University of Louisville Swimming and Diving program.


  • B.A. in Communication from the University of Louisville
  • B.A. in Sociology from the University of Louisville
  • M.A. in Communication from University of Louisville

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