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

Financial Planning Assistant

Qualifications

  • SIE, Series 6, Series 63

  • 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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