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Brittany Morgan

Client Specialist


Brittany joins our team as a Client Specialist and brings a wealth of investment and financial experience. She has been responsible for managing large portfolios, financial planning and was selected to mentor others in the field. Armed with a bachelor’s degree and an MBA from the University of Tennessee, Brittany also holds several licenses and is committed to continuing to learn.

Aside from her career, Brittany devotes much of her time to the Boys and Girls Club of the Tennessee Valley, and has served as Secretary for the Knoxville Advisory Board since 2013.

A Vol for Life, Brittany wears orange to cheer on her Tennessee Volunteers on Saturdays in the fall. In the off season, Brittany can be found traveling, spending time with family and working on her house.

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