Tess L Morgan
Financial Advisor
Making financial planning less intimidating and more empowering.
Get to know my dedicated team
Sami is the woman that makes the magic happen! She joined the team in 2024. She completed her BS in Finance from the University of Tennessee – Chattanooga in 2018. She has a passion for wealth management and market research. She is strongly committed to providing excellent service to our clients. Outside of work Sami enjoys going to concerts and spending time on the lake with her husband.
If you need to schedule an appointment, request service, or have a question about a policy or account, please don’t hesitate to reach out to Sami!
