Location

Camp Hill, PA

Bio

Morgan is a client services specialist at Conte Wealth Advisors. Morgan assists our advisors in scheduling client appointments, preparing account reviews, handling account administration questions, and the timely processing of service-related requests.

She came to us as a real estate agent with years of experience coordinating transactions and assisting clients buy and sell their homes. During her time in the real estate industry Morgan also worked as a financial administrator, which is where she became interested in finance and investments. In 2023, Morgan studied for and received her FPQP® designation.

Morgan currently resides in Newville, Pennsylvania with her husband, where they have two spoiled yorkies, three cats, and two kids; Marlowe and Kroy.