Emily Morgan Email & Phone Number

At Sullivan & Schlieman, Emily provides a full range of comprehensive financial services, including estate, financial and income planning, strategic and tactical portfolio constructions and management. Emily also assists with developing client relationships, portfolio construction, financial planning and trade execution. Emily is responsible for managing the team and office as well as developing client relationships, placing trades, and any other service related inquiries.Emily joined Sullivan and Schlieman Wealth Management in June of 2008. Emily graduated Cum Laude from the University of Tennessee with a B.S. in Business Administration. She majored in Finance with a concentration in Economics. She holds her Series 7 and Series 66 registrations with LPL Financial, as well as her Life, Sickness, Health and Variable Insurance licenses.Emily has been married to her husband, Cecil, for 13 years. They live in Alpharetta with their daughters, Madeline (7) and Claire (1) and their Vizsla named Belle. They spend a lot of time together with their family that live in the Atlanta area (parents, in-laws, sisters, brothers, aunts and uncles). Emily’s favorite things to do are travel, read, attend UT games and spend quality time with friends and family.Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

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  University Of Tennessee, Knoxville

  Finance, General