Morgan joined Waverly Advisors in June 2026 and serves as Senior Estate and Tax Planning Consultant. She holds both a J.D. and an MBA from the University of Alabama and brings more than a decade of experience guiding high‑net‑worth families through complex estate, tax, and investment planning.
Morgan is passionate about helping families navigate meaningful financial decisions with clarity and confidence. Her background in trust administration and multigenerational planning allows her to support clients with thoughtful, long‑term strategies tailored to their goals.
Outside of work, Morgan enjoys spending time with her three daughters and loves needlepointing, reading, walking, and traveling with her family. She and her family attend Canterbury United Methodist Church, where she volunteers on the Vision Team and serves as a Stephen Leader.
As a fun fact, Morgan is a two‑time bone marrow donor—once for each of her siblings.