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Morgan is a dedicated Client Service Specialist at Lexington Wealth Management where she’s been a key team member for the past six years. Morgan excels in delivering personalized client services ensuring that both clients and advisors receive direct support. With a strong background in client service, Morgan is committed to fostering lasting relationships and providing valuable support.
Outside of work, Morgan enjoys spending summers at the lake with family and friends, indulging in camping, traveling and embracing the great outdoors.
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12 Waltham St
Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 207-0253
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