Lauren Morgan

Senior Client Service Specialist at Modera Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Asheville, North Carolina, United States, US

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Credentials

  • Foundations in Financial Planning™ Program leading to the FPQP® Professional Designation
    College for Financial Planning
    Sep, 2023
    - Sep, 2024

Experience

  • Modera Wealth Management
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Senior Client Service Specialist
      • Apr 2023 - Present

      Modera Wealth Management, LLC (Modera) is excited to announce that the Parsec Financial (Parsec) team, headquartered in Asheville, NC, is joining Modera. The transaction creates one of the largest independent wealth management firms on the East Coast, with over $10.5 billion of AUM and over 180 employees across 14 offices between Massachusetts and Florida. Both firms can trace their roots to the 1980s as they were founded as two of the first fiduciary, fee-only advisory firms in the United States. Learn more: https://moderawealth.com/parsec-financial/ Show less

  • Parsec Financial
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Client Services
      • Apr 2021 - May 2023
  • First Bank (FBNC)
    • United States
    • Banking
    • 500 - 600 Employee
    • Personal Banker
      • Oct 2015 - Apr 2021

Education

  • University of North Carolina at Pembroke
    Master of Business Administration - MBA, Finance, General
    2020 - 2022
  • University of North Carolina at Greensboro
    Bachelor of Business Administration - BBA, Business Administration and Economics
  • Asheville-Buncombe Technical Community College
    Associate's degree, Business Administration and Management, General

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