Julie Morgan

Julie Morgan has obtained a Financial Paraplanner Qualified Professional (FPQP) designation with more than ten years of experience in the financial planning industry having started as an administrative assistant and eventually obtaining her FPQP in 2013.  Julie attended Chatham University in Pittsburgh where she completed in B.A. in English.

Julie has been a resident of Greenville since 2006, having relocated from Pittsburgh where she lived for many years.  She and her husband Matthew, a professor at Thiel College, enjoy living here with their son Zachary, who will be an engineering major at the University of Pittsburgh beginning in the fall of 2024. 

During her free time, Julie enjoys photography, reading & snuggling with her pets, spending time with friends, visiting the lakes nearby, and traveling to nearby cities to enjoy museums and dining.