Emily Devine Morgan, CFP®, CDFA®

Emily Devine Morgan, CFP®, CDFA®

Wealth Advisor, Partner

(678) 867-0504

emily@sswmllc.com

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 planning 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 graduating Cum Laude from the University of Tennessee in 2005 with a B.S. in Business Administration. She majored in Finance with a concentration in Economics and earned her CERTIFIED FINANCIAL PLANNER® (CFP®) certification in November 2023. In September 2025, she further advanced her expertise by obtaining her Certified Divorce Financial Analyst® (CDFA®) credential.

Emily holds her Series 7 and Series 66 registrations with LPL Financial, as well as her Life, Sickness, Health, and Variable Insurance licenses. In recognition of her professional excellence and leadership potential, she was selected in August 2022 as a recipient of LPL Financial's Rising Star Scholarship for the 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, Claire 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.