Morgan Reeves
Paraplanner
Professional Approach and Experience:
Morgan serves as an ambassador between the client and advisor through the initial planning process. She will assist the Financial Advisor in carrying out several tasks that are necessary for developing and reviewing client’s financial plans. She will be helping you through the entire setup process and servicing any and all existing client accounts. She is committed to serving you and is great at what she does! We are confident that you will enjoy working with her.
Morgan Reeves provides administrative support services only.
Academic Achievements Include:
Bachelor of Arts from the University of Arkansas
Financial Paraplanner Qualified Professional™ certification from the College for Financial Planning
Life/Health/Disability Insurance
Life Outside of Business:
Morgan and her husband have two children and two dogs. They enjoy hiking and camping as a family, attending Razorback sporting events, and pretty much anything outside. She also enjoys baking and learning new techniques. She is currently working toward further credentials in her profession.
Arkansas Insurance License # 20079706