John Morgan is responsible for managing bookkeeping and financial reporting for Willow Street client families, focusing on cash management, bill pay, and account reconciliations. He works closely with Relationship Managers to ensure our clients’ trust activity, no matter how unique or complex, is captured promptly and accurately, and distills their structures and investment data into actionable information.
Prior to joining Willow Street, John Morgan led program accounting and operations for Moondance Adventures, an international adventure travel company. In this role, he supported programming across the US, South Africa, and Italy. With additional experience in the hospitality industry, John Morgan brings a customer-centric approach to his work with both client families and internal colleagues.
Originally from Memphis, Tennessee, John Morgan earned his BS in Accounting with a minor in Finance from the University of Arkansas. In his free time, he enjoys biking, hiking, skiing in the backcountry, and playing both pickleball and tennis.
