Lauren Morgan
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Lauren Morgan Email & Phone Number

Senior Client Service Specialist at Modera Wealth Management
Location: Asheville, North Carolina, United States 3 work roles 3 schools
1 work email found @parsecfinancial.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email l****@parsecfinancial.com
LinkedIn Profile matched
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Current company
Modera Wealth Management
Role
Senior Client Service Specialist
Location
Asheville, North Carolina, United States
Company size
63 employees

Who is Lauren Morgan? Overview

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Quick answer

Lauren Morgan is listed as Senior Client Service Specialist at Modera Wealth Management, a with 63 employees, based in Asheville, North Carolina, United States. AeroLeads shows a work email signal at parsecfinancial.com and a matched LinkedIn profile for Lauren Morgan.

Lauren Morgan previously worked as Client Services at Parsec Financial and Personal Banker at First Bank (Fbnc). Lauren Morgan holds Master Of Business Administration - Mba, Finance, General from University Of North Carolina At Pembroke.

Company email context

Email format at Modera Wealth Management

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{first_initial}{last}@parsecfinancial.com
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AeroLeads found 1 current-domain work email signal for Lauren Morgan. Compare company email patterns before reaching out.

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Profile bio

About Lauren Morgan

Lauren Morgan is a Senior Client Service Specialist at Modera Wealth Management.

Current workplace

Lauren Morgan's current company

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Modera Wealth Management
Modera Wealth Management
Senior Client Service Specialist
westwood, new jersey, united states
Website
moderawealth.com
Employees
63
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3 roles

Lauren Morgan work experience

A career timeline built from the work history available for this profile.

Senior Client Service Specialist

Current
Modera Wealth Management

Asheville, North Carolina, United States

Modera Wealth Management, LLC (Modera) is excited to announce that the Parsec Financial (Parsec) team, headquartered in Asheville, NC, is joining Modera. The transaction creates one of the largest independent wealth management firms on the East Coast, with over $10.5 billion of AUM and over 180 employees across 14 offices between Massachusetts and Florida. Both firms can trace their roots to the 1980s as they were founded as two of the first fiduciary, fee-only advisory firms in the United States. Learn more: https://moderawealth.com/parsec-financial/

Apr 2023 - Present

Client Services

Parsec Financial
Apr 2021 - May 2023
Team & coworkers

Colleagues at Modera Wealth Management

Other employees you can reach at moderawealth.com. View company contacts for 63 employees →

LS Lauren Schwartz Lauren Schwartz Colleague at Modera Wealth ManagementNew York City Metropolitan Area, United States View → BH Bill Houck, Cfp®, Chfc® Bill Houck, Cfp®, Chfc® Colleague at Modera Wealth ManagementParamus, New Jersey, United States View → TL Trish Libertell Trish Libertell Colleague at Modera Wealth ManagementUnited States View → TK Thomas Kennedy, Cfa, Mba Thomas Kennedy, Cfa, Mba Colleague at Modera Wealth ManagementMalden, Massachusetts, United States View → AK Andry Kristie Andry Kristie Colleague at Modera Wealth ManagementIndonesia View → OP Omar Parker Jr Omar Parker Jr Colleague at Modera Wealth ManagementAllentown, Pennsylvania, United States View → LG Laura Greene, Fpqp™ Laura Greene, Fpqp™ Colleague at Modera Wealth ManagementJohns Island, South Carolina, United States View → VO Vicki Oxner Vicki Oxner Colleague at Modera Wealth ManagementAsheville, North Carolina, United States View → JS J. Scott Kittrell, Cfp®, Cdfa® J. Scott Kittrell, Cfp®, Cdfa® Colleague at Modera Wealth ManagementSouthern Pines, North Carolina, United States View → AF Amy Francis Amy Francis Colleague at Modera Wealth ManagementAnnapolis, Maryland, United States View →
3 education records

Lauren Morgan education

FAQ

Frequently asked questions about Lauren Morgan

Quick answers generated from the profile data available on this page.

What company does Lauren Morgan work for?

Lauren Morgan works for Modera Wealth Management.

What is Lauren Morgan's role at Modera Wealth Management?

Lauren Morgan is listed as Senior Client Service Specialist at Modera Wealth Management.

What is Lauren Morgan's email address?

AeroLeads has found 1 work email signal at @parsecfinancial.com for Lauren Morgan at Modera Wealth Management.

Where is Lauren Morgan based?

Lauren Morgan is based in Asheville, North Carolina, United States while working with Modera Wealth Management.

What companies has Lauren Morgan worked for?

Lauren Morgan has worked for Modera Wealth Management, Parsec Financial, and First Bank (Fbnc).

Who are Lauren Morgan's colleagues at Modera Wealth Management?

Lauren Morgan's colleagues at Modera Wealth Management include Lauren Schwartz, Bill Houck, Cfp®, Chfc®, Trish Libertell, Thomas Kennedy, Cfa, Mba, and Andry Kristie.

How can I contact Lauren Morgan?

You can use AeroLeads to view verified contact signals for Lauren Morgan at Modera Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Lauren Morgan attend?

Lauren Morgan holds Master Of Business Administration - Mba, Finance, General from University Of North Carolina At Pembroke.

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