Focused and high-achieving with a desire to educate others, Stephanie Chappell Morgan leaves no stone unturned in her role as a Financial Advisor with Merrill Lynch Wealth Management.
Stephanie understands the importance of educating others on why it is so important to be financially sound and the various ways one can save and plan for the future. She uses her personal experience of guiding her family and friends with own retirement planning, and uses this as motivation to inform her clients about the risks of not planning and educates them on several basic tenets of financial strategy.
A native of Talala, Oklahoma, Stephanie grew up in a hard-working, entrepreneurial family. Her father worked as a fireman while also running several companies with her mother in construction and data fiber optics. But her family also had another love for dirt track sprintcar racing, and Stephanie raced cars along with her father and older brother.
Passionate about the motorsports industry, she began working as a Marketing Executive for the World Racing Group in North Carolina after graduating from Oklahoma State University. But the drive to serve others was strong, and Stephanie eventually transitioned to working in financial services with Merrill, where she started as a Market Executive Assistant. Hard-working and great with people, she quickly advanced up the corporate ladder to eventually assist in managing several offices in Arizona.
Stephanie is still very involved with the motorsports industry. She serves on the board of the Steve King Foundation, a non-profit that assists racecar drivers, crew members, and other track personnel and their families who have been impacted by injury, illness, or death. When she’s not busy helping others plan for their future, Stephanie enjoys sprintcar racing, traveling with her husband Brent, three children and dog.
Our mission is to understand you and your life priorities. Our team believes that your unique goals should be at the center of all your financial decisions and form the foundation of your financial strategy. We take time to understand your most important priorities for today, tomorrow and your long-term future. Together, we design, implement and track a customized wealth management strategy that helps you and your family pursue personal financial goals.
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.