Helping others feel empowered and comfortable about the future – these are the unwavering goals of Morgan Murdock. Since 2009, this Louisiana native has dedicated herself to managing and preserving wealth for clients and their families.

Advising has always been in Morgan’s heart. The daughter of a financial advisor, she learned at a young age how the best advisors can make a difference and help advance client goals. Morgan’s practice not only “feels like family”; it can include family if she is collaborating with her husband and fellow financial advisor, Jonathan. Whether working one-on-one or together with Jonathan, Morgan’s approach is professional, efficient and friendly.

Morgan believes the most successful wealth management strategies are shaped by the needs of each client and the big picture. She applies her financial knowledge to the desired lifestyle and guides clients through a series of life changes in a constantly changing world. This comprehensive, results-focused planning, delivered with constant personal attention and a commitment to her clients’ best interests is what sets Morgan apart.

Community Involvement and Support

• Rotary Club of Morgan City, LA

Education and Certifications

• Louisiana State University, BA in History & International Studies, MBA
• Series 7, and 66 Securities Licenses
• Louisiana and Texas - Life and Health Insurance Licenses

Professional Experience and Recognition

• Coastline Wealth Group
• Edward Jones