Marshall Morgan

Financial Advisor
NMLS #1872751

272 West Hancock Ave
Athens, GA 30601
706.552.2067
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As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Profile

Marshall Morgan has been in the financial services industry since 2016 and joined Merrill in 2019. His focus is on helping affluent individuals like you develop personalized financial strategies by understanding your short- and long-term financial goals. He is a graduate of The University of Georgia with a bachelor's degree in Finance. He and his wife, Madison, live in Athens with their 3 children and are active in the community, supporting youth development.

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About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Natalie Jean Witcher
Wealth Management Client Associate
706.552.2102
Stephanie Brandi Kittle
Wealth Management Client Associate - Resident Director Assistant
706.548.4281
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Ryan Thrower
Wealth Strategies Advisor
Bank of America, N.A.
Mary Brewer
Wealth Management Banking Specialist
Merrill
Jenny Jones-Smith
Regional Lending Specialist
Bank of America, N.A.
NMLS #930192
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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MARSHALL Morgan is registered to do business in CA, CO, FL, GA, IL, MI, MS, NC, NJ, SC, TN, TX, VA.