Broker Check
Stefanie Morgan, CFP®

Stefanie Morgan, CFP®

Wealth Manager

Stefanie thrives in developing deep, meaningful relationships with her clients. As a personal Wealth Manager, she is passionate about helping investors identify, define, and pursue their most cherished financial and lifetime goals. Coupled with her commitment to integrity and transparency, Stefanie’s drive to deliver outstanding client service aligns with the core mission of Navigation Retirement Group.

In March 2016, Stefanie completed the stringent requirements to become a CERTIFIED FINANCIAL PLANNER™ professional. Since earning her designation, she has applied her knowledge, skills, and education to help clients take command of their wealth in an increasingly complex financial environment.

A longtime Investment Advisor Representative, Stefanie earned her Bachelor’s Degree in Business from Northeast Louisiana University. She frequently volunteers for Tucson Medical Center, supports the Marine Corps Toys for Toys charity, and was previously on the United Way of Richmond’s Family and Children’s Services Advisory Council. Outside of the office, Stefanie manages her own real estate investment portfolio and enjoys the performing arts, camping, and spending time with friends, family, and her dog, Theo.