Morgan is an Analyst in Evergreen's Loacation Strategies practice, where she is focused on assisting corporate clients with optimizing their location decisions as well as their ability to realize valuable economic incentives such as cash grants, tax abatements, PILOT agreements, sales tax sharing agreements, employee training grants, payroll rebates, sales and use tax refunds, utility benefits, and other economic incentives. She is involved in all aspects of the site selection process and focuses on market research, labor market analysis, supply chain, and logistics modeling, and related analytics.
Prior to Location Strategies, Morgan was an analyst in Evergreen's Investment Banking practice group. Prior to Evergreen Advisors, Morgan worked with LCG Advisors in Tampa FL, where she worked on due diligence, investment banking, risk mitigation and other select advisory services. Morgan also interned for CrossTree Capital Partners in Tampa.
Morgan holds the Series 79, Investment Banking Representative license.
Morgan graduated from the University of South Florida with a Bachelor of Science Degree in Finance.
As a life-long tennis player, the most important lesson from the sport she learned was the aspect of not quitting. Her matches would go on for hours and she learned from coaches to “just get the ball over the net, inside the lines, one more time than the other player.” Whether on the court or off the court, Morgan’s tenacity and focus shines through.