Morgan Wealth Advisory Group 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.

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Team photo

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Our advisors

William A Morgan

CFP®, ChFC®, APMA®

Private Wealth Advisor

Learn more about William A Morgan

Robert Gildea

CRPC, APMA®

Private Wealth Advisor

Learn more about Robert Gildea

Matthew Dunphy

CRPC, APMA®

Financial Advisor

Chief Operating Officer of Morgan Wealth Advisory Group
Learn more about Matthew Dunphy

Larry T Singer

CRPC, AWMA, APMA®

Financial Advisor

Learn more about Larry T Singer

Michael Briel

CFP®, MBA

Financial Advisor

Learn more about Michael Briel

Connor Walsh

CFP®, APMA®

Financial Advisor

Learn more about Connor Walsh Visit Connor Walsh's website

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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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,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Qualifications

  • SIE, Series 6, Series 63, Series 65, Series 7

  • 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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Amelia Hogle

Amelia Hogle

Client Service Specialist,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Qualifications

  • B.S. in Finance and B.A. in Studio Art

Roles & Responsibilities

  • Fulfills client requests for money movement account transfers charitable giving and more.
  • Supports the financial planning team with account service work.
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Annie Wright

Annie Wright

Client Service Coordinator

Qualifications

  • B.A. Digital Design & Marketing

Roles & Responsibilities

  • Assists with the Ellicott City office administration
  • Coordinates and manages client meeting preparation and communications
  • Assists with marketing initiatives
  • Ellicott City front desk coordinator
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Cameron Sapienza

Cameron Sapienza

Client Service Specialist

Roles & Responsibilities

  • Fulfills client requests for money movement, account transfers, charitable giving and more.
  • Supports the financial planning team with account service work.
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