She holds the CFP® designation and lives in Northborough, MA, with her husband, Tim, and their two dogs, Gilly and Theo. Morgan enjoys fitness classes, traveling, and exploring new places and cultures. A favorite family tradition is an annual trip to Tamarindo, Costa Rica.
Morgan McMaster grew up around financial planning—her mother, Kerri, has been a planner for most of her life—and it quickly became her own calling. She interned with SullivanKreiss Financial during college before earning her degree in Finance with a concentration in Personal Financial Planning from Bentley University. Today, she serves as a Financial Planner and Director of Financial Planning.
Morgan is passionate about building long-term relationships and guiding clients through life’s personal and financial decisions. She believes that money is both deeply personal and emotional, and she strives to create clarity and confidence with customized financial plans tailored to each client’s unique needs.
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