CWP
  • Home
  • Our Team
    • Partners
    • Leadership Team
    • Service Ambassador
    • Financial Service Reps
    • Financial Advisors
    • Agent Emeritus
  • Services
    • Education Planning
    • Estate Planning
    • Business Solutions
    • Special Needs Planning
    • Retirement Planning
  • Careers
  • Culture & Events
    • Agency Videos
    • Events
  • Advisor Teams
    • Zea Financial
    • Okos Financial Group
    • Chris Vargas
    • Peggy Ehrhart
    • Riechert Financial Group
    • The Legacy Group
    • Sal Dileo
  • Contact Us
CWP
  • Home
  • Our Team
    • Partners
    • Leadership Team
    • Service Ambassador
    • Financial Service Reps
    • Financial Advisors
    • Agent Emeritus
  • Services
    • Education Planning
    • Estate Planning
    • Business Solutions
    • Special Needs Planning
    • Retirement Planning
  • Careers
  • Culture & Events
    • Agency Videos
    • Events
  • Advisor Teams
    • Zea Financial
    • Okos Financial Group
    • Chris Vargas
    • Peggy Ehrhart
    • Riechert Financial Group
    • The Legacy Group
    • Sal Dileo
  • Contact Us

Jennifer Morgan

New Business Coordinator

516-682-3385    

jmorgan@financialguide.com

LinkedIn

   With over 17 years of experience in the insurance and financial planning arena, I pride myself on providing the absolute best service and support to the firm’s advisors and our clients.


My expertise is in coordinating all marketing and branding efforts for the Agency. I implement marketing and advertising campaigns and planning and organize promotional presentations. Anyone that has experience working with me knows that I put others first and my due diligence is second to none.


As part of the firm’s Diversity & Inclusion Initiative, I support the team in developing and implementing strategic programs to produce long-term results in improving the recruitment, retention, and advancement of minority professionals. 


In this capacity, I foster a supportive and productive environment for our company where I also work in areas of culture and team-building efforts through encouragement, developmental, and sponsoring opportunities.

I am a proud mom of three girls and reside with my family in Queens, NY.


CRN202503-2023024

Back to Service Ambassador

Suffolk Location 

1393 Veterans Memorial Highway
Suite 307 S
Hauppauge, NY 11788
631-851-5700


Nassau Location

6800 Jericho Turnpike
Suite 202W
Syosset, NY 11791
516-364-4203


Need help? Contact us. 

cwp@financialguide.com


Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) AND are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services ARE offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. SIPC.org 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, 516.364-4203. CRN202604-4189495


Privacy Policy | Legal Notice | Broker Check


2023 CWP. All Rights Reserved.