Morgan is an Associate at Roberston Stephens, where she works with Pam Friedman, CFP®, CDFA® & Abril Espinoza, ChFC®, CDS®, to offer clients personalized investment management and financial planning guidance.
Prior to joining Robertson Stephens, Morgan served as a Senior Manager in Consulting at PricewaterhouseCoopers (PwC). In this role, she helped global technology, financial services, and hospitality clients strengthen customer engagement and drive growth through large-scale transformations, including mergers and acquisitions, new product and service launches, and digital strategy initiatives. This experience guiding organizations through complex transitions directly informs her approach to helping clients navigate financial planning and investment decisions during key life moments.
Morgan earned her MBA from the University of Washington’s Foster School of Business. During her time there, she was awarded the START Global Innovation Fellowship, where she partnered with the Gates Foundation on initiatives focused on optimizing investments in financial literacy and women’s health programs. She also holds a BA in Economics from the University of Texas at Austin.
Morgan lives in Austin, Texas with her husband and their two dogs. In her free time, she enjoys horseback riding, taking yoga classes, and reading a good book.