Broker Check
Anne Marie Morgan, CFP®

Anne Marie Morgan, CFP®

Assistant Vice President | Senior Client Specialist

Anne Marie Morgan began her career at Baird in June of 2000 and has worked for Baird in Milwaukee and Nashville. Her experience at the home office and her personal connections there are invaluable in helping the team navigate the firm’s internal resources and departments.

As a point of contact for day-to-day needs, including trading, operations and reporting, Anne Marie is highly focused on responsiveness & accuracy. She and Sherri work together to make sure clients are receiving the high-quality service they deserve in a timely manner.

Anne Marie earned a Bachelor’s degree from Loyola University of New Orleans, and she holds the Series 7, the Series 9, the Series 10, & the Series 66 licenses, as well as her life insurance license. Anne Marie is a CERTIFIED FINANCIAL PLANNER professional.

To learn more about Anne Marie, visit her LinkedIn page.