Morgan Lee is a wealth manager with Confluence Financial Partners, a Pittsburgh-based registered investment advisor serving more than 4,000 client households and managing over six billion dollars in client assets. In his role, Morgan works closely with individuals, families, business owners, and retirement plans to help them define and achieve their financial goals. He brings broad experience in financial planning, investment management, tax strategy, estate planning, and insurance planning, allowing him to deliver comprehensive guidance tailored to each client's needs.
Morgan earned his Bachelor of Arts in philosophy and strategic communications from Miami University in 2018. He lives in Scott Township with his wife and two daughters, and is actively involved in his community through charitable events and organizations. Morgan is also the founder of Red's Locker, a nonprofit that supports local youth sports programs by providing new and used sports equipment to children in need of support.
- BA (philosophy and strategic communications), Miami University
