Morgan Lawrence, From Balancing In Ballet To Balancing Her Clients Retirement

Health and Wealth Podcast with Carter & Tim

Episode 64 - Morgan N. Lawrence is a Financial Advisor for Thomas Financial, LLC. Ms. Lawrence is a 2018 West Virginia University graduate, receiving a B.S. in finance and a B.S. in accounting. Morgan has been with Thomas Financial since the firm opened in 2017 and has had a variety of roles within the organization, starting as a licensed administrator and eventually working her way up to full-time advisor. Morgan is currently working towards her CFP (Certified Financial Planner) accreditation, where she hopes to continue to help past, present, and future clients plan and achieve their financial goals. The reason she became an advisor, and her personal mission as a financial professional, involves the facilitation and cultivation of financial education and planning. She believes that the stark lack of personal finance education is the reason for the alarming statistics on the screen. With education comes knowledge, and with knowledge comes change.
Morgan currently resides in Morgantown, WV, where she was raised. When not working, she enjoys spending time teaching and instructing dance classes, such as ballet or jazz. Morgan is currently an active board member of the local non-profit Morgantown Dance Studio, where she herself grew up training. Apart from Thomas Financial and Morgantown Dance, Ms. Lawrence enjoys relaxing and spending time with her beloved rescue dog, Marvin Luke, a four-year-old Pitbull/Lab mix. Learn More about Morgan here: Morgan Lawrence on LinkedIn
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