Morgan is an Analyst with Evergreen Advisors Capital, where she assists on mergers and acquisitions, private placements, and corporate advisory engagements.
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.