Morgann Ellis, CFP®Associate Adviser

Current Role and Professional Background:

Morgann augments our team of Client Service Managers in her role as Associate Adviser, working with those managers in serving clients as well as reviewing the work of the Junior Planner/Analysts. Prior to joining Goodman Financial, Morgann spent four years with KMH Wealth Management, LLC in Victoria, Texas. She worked closely supporting several CERTIFIED FINANCIAL PLANNERTM professionals on client investments and financial plans before becoming a CFP® professional herself.

Education:

  • Bachelor of Science in Agribusiness, Texas A&M University, 2012, Cum Laude
  • CERTIFIED FINANCIAL PLANNERTM Professional

Affiliations, Current and Past:

  • Member, Financial Planning Association (2017-present)
  • Former Member, American Business Women’s Association (2016-2017)
  • Former Member, Victoria Professional Express Network (2016-2017)