Morgan brings more than seven years of banking and financial services experience to her role as Fiduciary Tax Officer with the
Bangor Wealth Management team.
Prior to transitioning into Bangor Wealth Management, she spent over seven years as a Financial Analyst in the Finance & Treasury department, where she played a key role in financial operations, liquidity management, reporting, and analytical support.
Morgan holds a Bachelor of Science in Accounting and a Master of Business Administration from Husson University, combining technical expertise with a strong commitment to client service.