As a Relationship Manager, Morgan serves as a primary point of contact for client families, accountable for working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads. He is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects. With a background in technology risk consulting and internal audit, Morgan’s skillset includes assessing and managing potential risk and creating efficiencies with process improvement recommendations.
Prior to joining Willow Street, Morgan was a senior associate consultant at RSM, where he was responsible for audits and consulting projects for financial institution and technology clients across the Mid Atlantic. Most recently, he assisted investment managers and insurance companies with service organization controls compliance to gain assurance over financial reporting and user data and information.
Morgan earned his BBA in Accounting from James Madison University and moved to Jackson from Richmond, Virginia in 2021. He enjoys playing golf, skiing, cycling, live music, and the many other great offerings in Jackson.