Emily Devine Morgan, CFP®

Emily Devine Morgan, CFP®

Wealth Advisor

Emily is a Wealth Advisor at Sullivan and Schlieman Wealth Management, LLC (SSWM).   Emily works with each client to build a plan specific to their needs; including estate strategies, retirement, income, investment, and insurance planning. She has a passion for working with and helping clients.  Emily joined SSWM in 2008 as the VP of Operations. She assisted in running the Alpharetta branch office until July of 2022, when was promoted to Associate Wealth Advisor.

Emily has been in the financial services industry since she graduated Cum Laude from the University of Tennessee with a B.S. in Business Administration in 2005. She majored in Finance with a concentration in Economics. She also received her CERTIFIED FINANCIAL PLANNER™ certification in November of 2023. She holds her Series 7 and Series 66 registrations with LPL Financial, as well as her Life, Sickness, Health and Variable Insurance licenses. In August of 2022, she was a recipient of LPL Financial’s Rising Star Scholarship for Achieve: Women’s Leadership Forum.

Emily has been married to her husband, Cecil, since January of 2009. They live in Alpharetta with their daughters, Madeline (9), Claire (2) and their Vizsla named Belle. Emily’s favorite things to do are travel, read, play tennis and spend time with friends and family. Family is extremely important to Emily and Cecil, which is one of the many reasons they love living in the Atlanta area.  They have parents, in-laws, siblings, nieces and nephews, cousins and aunts and uncles that they are blessed to have all around Atlanta.