Morgan is our Client Service Associate and assists with all client account needs. She handles the daily client requests both quickly and accurately.
Before joining Holcombe, she was a member of the new accounts department at Raymond James in St. Petersburg, Florida, where she excelled at managing the client onboarding process. She is a graduate of University of South Florida with a degree in marketing. Her home town is Seminole, Florida, where she played clarinet in her high school band.Email Morgan