As a Partner and Wealth Advisor, Emily Morgan works with clients to develop financial strategies tailored to their individual goals and circumstances. Her work includes retirement planning, investment strategy, and estate considerations. She also provides financial analysis for clients and prospective clients navigating divorce, offering structured insight during periods of transition. Emily is a member of the firm’s leadership team and serves on the portfolio committee, contributing to strategic direction and investment oversight.
Emily joined the firm in 2008, initially serving as Vice President of Operations, where she helped managed the SSWM Operations Team. Over time, her role evolved into a client advisory capacity, allowing her to work more directly with clients on their financial planning needs.
She graduated cum laude from the University of Tennessee with a Bachelor of Science in Business Administration, majoring in Finance with a concentration in Economics. Emily earned her CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2023 and her Certified Divorce Financial Analyst® (CDFA®) credential in 2025. She holds Series 7 and 66 registrations through LPL Financial, along with Life, Sickness, Health, and Variable Insurance licenses. In 2022, she was selected for 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.