Morgan joined the team at Baird in 2025, when he returned to the wealth management industry after a brief exploration into architecture and urban planning. He previously served as an Associate Financial Planner at EM Ford and as an Institutional Associate at WealthSouth, where he gained experience across a wide array of wealth management and financial planning initiatives.
Morgan attended the University of Kentucky, where he majored in Finance. He later earned graduate degrees in Planning and Architecture at the University of New Orleans.
Outside of work, Morgan enjoys staying active through outdoor sports, trying his hand at new art mediums, and cheering for University of Kentucky athletics.