Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Our advisors

William A Morgan, Private Wealth Advisor serving the Ellicott City, MD area - Ameriprise Advisors

William A Morgan

CFP®, ChFC®, APMA®

Private Wealth Advisor

Learn more about William A Morgan
Robert Gildea, Financial Advisor serving the Ellicott City, MD area - Ameriprise Advisors

Robert Gildea

Financial Advisor

Learn more about Robert Gildea
Matthew Dunphy, Financial Advisor serving the Ellicott City, MD area - Ameriprise Advisors

Matthew Dunphy

CRPC®, APMA®

Financial Advisor

Chief Operating Officer of Morgan & Associates
Learn more about Matthew Dunphy
Larry T Singer, Financial Advisor serving the Ellicott City, MD area - Ameriprise Advisors

Larry T Singer

CRPC®, AWMA®, APMA®

Financial Advisor

Learn more about Larry T Singer
Michael Briel, Financial Advisor serving the Ellicott City, MD area - Ameriprise Advisors

Michael Briel

CFP®, MBA

Financial Advisor

Learn more about Michael Briel
Monnarae Fraim, Associate Financial Advisor serving the Ellicott City, MD area - Ameriprise Advisors

Monnarae Fraim

CRPC®

Associate Financial Advisor

Learn more about Monnarae Fraim Visit Monnarae Fraim's website

Our team

Sharon Ruiz

Sharon Ruiz

Financial Planning Specialist,

Event Planner

Roles & Responsibilities

  • Supports the financial planning team with account service work.
  • Fulfills client requests for money movement, trades, account transfers, charitable giving and more.
  • 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 advisor and the clients on day-by-day needs.
  • Based on notes of conversation between financial advisor and the client crafts communication for client review.
  • Works with clients on insurance and annuity applications.
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Terra Serpico

Terra Serpico

Client Service Specialist

Roles & Responsibilities

  • Over 15 years in the financial industry supporting Financial Advisors
  • Greets clients, answers telephones, and prepares advisors for client meetings
  • Provides various back office support and works with clients on day-to-day needs
  • Serves as a Notary for the Ellicott City office
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Aimee Weeks

Aimee Weeks

Client Service Specialist

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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Rita Mahaffey

Rita Mahaffey

Office Manager

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.
  • Provides notarial services in the office.
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William Dean

William Dean

Client Service Specialist

Roles & Responsibilities

  • Greets clients, answers phones, and prepares advisors for client meetings
  • Provides various back office support and works with clients on day-to-day needs
  • Serves as a Notary for the Wilmington office
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