Tania Morgan

As a Private Wealth Associate, Tania works closely with our Wealth Advisors to help ensure seamless account onboarding, processing client requests, and fostering strong client relationships.

Before joining our team, Tania was a Client Manager for The Karchmar Group, where she served as the primary point of contact for clients and their accounts. She also held a leadership position in the mortgage industry for over 19 years. Her knowledge and background have equipped her with a deep understanding of client needs. Tania holds a bachelor’s degree in business management from Roosevelt University and is a licensed Life & Health Insurance agent.

Outside of work, she enjoys spending quality time with her husband and two young sons. They love traveling and pursuing outdoor adventures. She also loves maintaining an active lifestyle and 6 am fitness classes are her favorite way to wake up.