Ms. Jennifer Morgan

Agency Marketing Coordinator


With over 17 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 organizes 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.