Morgan Hill Celebrates Five Years at Willow Street

Please join us in congratulating Morgan Hill, Associate Director, Client Services, on his five-year anniversary with Willow Street.

Morgan serves as a primary point of contact for Willow Street clients, working closely with families and their advisors. He is responsible for trust administration and leads a significant portfolio of client relationships, including both private family trust companies (PTCs) and directed and discretionary trusts. Morgan serves as a thought leader for our client families and a PTC officer.

“Morgan’s commitment and proactivity to serving his clients is truly inspiring. His expertise in accounting and investments enables him to manage a wide range of complex trust and PTC structures. Beyond his technical capabilities, Morgan’s positive influence on Willow Street’s culture is truly invaluable. Thank you, Morgan, for the meaningful impact you’ve made over the past five years, and here’s to many more.”
George Hein, Director, Client Services

Congratulations, Morgan!

Please contact Willow Street if you would like additional information on any of the topics discussed herein. Willow Street Group, LLC and its principals, agents, and affiliates do not provide legal or tax advice with respect to any matter, and no part of its services may be construed as legal or tax advice. For educational purposes only.

George Hein Earns TEP Designation

Nicole Vance Joins Willow Street

Autumn Henderson Earns Certified Know Your Customer Associate (CKYCA) Certification