Morgan & Associates strives to provide long term financial strategies focused on you and your goals while helping you achieve a more confident retirement. Your interests come first! We work together with our clients to help simplify lives, reduce stress, and inspire confidence through a collaborative team relationship.

Our advisors

Advisor photo for William A Morgan

William A Morgan

CFP®, ChFC®, APMA™

Private Wealth Advisor

Learn more about William A Morgan
Advisor photo for Robert Gildea

Robert Gildea

CRPC™, APMA™

Private Wealth Advisor

Learn more about Robert Gildea
Advisor photo for Matthew Dunphy

Matthew Dunphy

CRPC™, APMA™

Financial Advisor

Chief Operating Officer of Morgan & Associates
Learn more about Matthew Dunphy
Advisor photo for Larry T Singer

Larry T Singer

CRPC™, AWMA℠, APMA™

Financial Advisor

Learn more about Larry T Singer
Advisor photo for Michael Briel

Michael Briel

CFP®, MBA

Financial Advisor

Learn more about Michael Briel
Advisor photo for Connor Walsh

Connor Walsh

APMA™

Financial Advisor

Learn more about Connor Walsh Visit Connor Walsh's website
Advisor photo for William Dean

William Dean

APMA™

Associate Financial Advisor

Learn more about William Dean


Our team

Tracey Morgan

Tracey Morgan

Operations Manager

Roles & Responsibilities

  • Over 23 years’ experience in the corporate finance and training industry
  • Provides operational support to our team to include HR related duties, process improvement, finance management, and strategic leadership.
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Sharon Ruiz

Sharon Ruiz

Client Service Specialist,

Event Planner

Roles & Responsibilities

  • Fulfills client requests for money movement, trades, account transfers, charitable giving and more.
  • Supports the financial planning team with account service work.
  • Works with the advisors to develop marketing and community outreach activities.
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Susan Mease

Susan Mease

Paraplanner

Qualifications

  • MBA Marketing - University of Phoenix

Roles & Responsibilities

  • Executes trades agreed upon between the client and their financial advisor.
  • Works with the financial advisors and clients on day-by-day needs.
  • Based on notes of conversation between the financial advisor and client, crafts communication for client review.
  • Works with clients on insurance and annuity applications.
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Aimee Weeks

Aimee Weeks

Client Concierge

Qualifications

  • Masters of Arts in Human Resource Development - Webster University
  • BA in Business Administration - Auburn University

Roles & Responsibilities

  • Provides oral and written communications to the client based on the conversations the financial advisor has with the client.
  • Executes trades agreed upon between the client and their financial advisor.
  • Assists the financial advisor with the clients requests.
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Elisha Mays

Elisha Mays

Client Service Coordinator,

Receptionist

Roles & Responsibilities

  • Greets clients, answers phones, and sends client communications.
  • Prepares meeting materials and reports for client meetings.
  • Works closely with practice manager to develop and implement efficient workflow systems for use among staff and advisors.
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Rita Mahaffey

Rita Mahaffey

Client Service Specialist

Roles & Responsibilities

  • Over 17 years in the financial industry supporting Financial Advisors.
  • Greets clients, answers telephones and schedules client appointments.
  • Manages behind the scenes paperwork for Financial Advisors.
  • Completes client request for money movement transactions, account transfers, new account paperwork and Estate Settlement paperwork.
  • Serves as a Notary for the Rehobeth Beach office.
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Kevin Wenger

Kevin Wenger

Paraplanner

Qualifications

  • SIE, Series 6, Series 63, Series 65

  • B.S. Business Administration and minor in Communications

Roles & Responsibilities

  • Executes trades agreed upon between the client and their financial advisor.
  • Works with the financial advisors and clients on day-to-day needs.
  • Based on notes of conversation between the financial advisor and client, crafts communication for client review.
  • Works with clients on insurance and annuity applications.
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