Morgan Downs is a Wealth Manager at Ventura Wealth Management. Morgan works with clients to deliver ongoing education and review alongside tailored financial planning and portfolio management.
As a young woman and mother in today’s world, Morgan understands the challenges faced by women and mothers specifically. She makes it her mission to alleviate the financial stressors faced by clients so that they can focus on other areas of their busy lives.
Morgan’s professional background has centered on customer service. Before joining VWM, Morgan worked in the banking industry, specifically the private client group at PNC. It was here, while working closely with financial advisors, that she discovered her appreciation of the financial planning process.
Morgan now holds the Series 6, 7, 63, and 65 FINRA licenses and state Life and Health Insurance licenses. Morgan is also actively pursuing her Bachelor of Finance degree through Pennsylvania State University. Upon completion, she plans on obtaining the Certified Financial PlannerTM certification.
Some of Morgan’s favorite things to do include spending time with her family, trying out a new recipe, and finishing “just one more page” of her favorite book. Between work, school, and family life, Morgan recognizes the many responsibilities faced by all of us, and the importance of taking time to enjoy these “simple pleasures” in life. Giving proper planning time to life’s big moments will undoubtedly allow for more time spent enjoying all of the things life has planned for you!