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Jennifer Morgan

Jennifer Morgan

Agency Marketing Coordinator

With over 15 years of experience in the insurance and financial planning arena, Jennifer prides herself on providing the absolute best service and support for the advisors of the firm, as well as our clients. 

Her expertise is in coordinating all marketing and branding efforts for the Agency. She implements marketing and advertising campaigns and planning and organizing promotional presentations. Anyone that has experience working with Jennifer knows that she puts others first and her due diligence is second to none.

As part of the firm’s Diversity & Inclusion Initiative, Jennifer supports the team in the development and implementation of strategic programs to produce long-term results in improving the recruitment, retention, and advancement of minority professionals. In this capacity, she fosters a supportive and productive environment for our company where she also works in areas of culture and team-building efforts through encouragement, developmental and sponsoring opportunities. Jennifer is a proud mom of three girls and resides with her family in Lawrence, NY.

CRN202203-260153

 

 

 

 

 

 

Our primary objective is to help you achieve financial freedom in a complex and constantly changing world by designing strategies to help you achieve what is most important to you.

6800 Jericho Turnpike
Suite 202W Syosset, NY 11791
Phone: (516) 364-4203