Charlotte Morgan's Location
Charleston, SC, US
Charlotte Morgan's Work
- Financial Planner @ Creative Planning
- Financial Planner @ JBJ Invest
- Recruiter @ New Planner Recruiting, LLC
- Operations Manager @ Stravolo Wealth Management
- Associate Financial Planner @ Stravolo Wealth Management
- Intern @ Stravolo Wealth Management
- VITA Volunteer @ Georgia United Credit Union
Charlotte Morgan's Education
- The University of Georgia
Bachelor of Science (Family Financial Planning)
2008 - 2012
Charlotte Morgan's Summary
Charlotte Morgan, based in Charleston, SC, US, is currently a Financial Planner at Creative Planning, bringing experience from previous roles at JBJ Invest, New Planner Recruiting, LLC and Stravolo Wealth Management. Charlotte Morgan holds a 2008 - 2012 Bachelor of Science in Family Financial Planning @ The University of Georgia. Charlotte Morgan has 2 emails and 1 mobile phone number on RocketReach.
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