Tess L Morgan

Tess's Northwestern Mutual career began in Chattanooga, TN in May 2017 as their Director of Campus Recruitment. She quickly fell in love with the firm and became passionate about introducing women to the career. About two years later, she jokes she recruited herself and launched her own wealth management and financial planning practice. 

Her mission from the very beginning was to take what can often feel like an intimidating and overwhelming topic and make it easy to understand. She believes money is going to be a part of your life regardless so let's make it a positive thing. She is now based out of Raleigh, NC but works with clients across the United States. 

She describes her clients as successful, high achieving professionals who have already been doing a lot of things right but want to know, "how do I get to the next level?". Tess partners with her clients to develop a strong relationship and rock-solid financial plan that will grow with them from one season of life to the next. 

Outside of the business, you can find Tess spending time with her boyfriend Jon, hitting up a local workout class, reading a book, cooking a new dish, or baking a sweet treat. She is an enneagram 3 and always focused on the next thing she can master. One of her all-time favorite quotes is by Henry Ford, "whether you think you can or think you can't, you're right".