Morgan Downs Email & Phone Number

I have been a member of the VWM team since 2018. Some day-to-day responsibilities include assisting in client review meetings, helping with account operations, planning client events, and coordinating VWM’s always-busy calendar. I currently hold the Series 6, 7, 63, and 65 FINRA licenses, as well as state Life and Health Insurance licenses. My entire career has been centered on customer service. I spent six years working in high-end retail before transitioning into the banking industry. I then spent several years in a major bank’s Private Client Group. It was there, while working closely with financial advisors, that I discovered my love of the financial planning process. From helping clients manage their day-to-day obligations, to saving for their next big milestone in life, I have been able to assist many clients from various walks of life achieve their financial goals. I understand that by taking some time to properly plan for life’s big moments, you will have more time to enjoy every moment of what life has planned for you!