Jennifer Morgan
New Business Coordinator
With over 17 years of experience in the insurance and financial planning arena, I pride myself on providing the absolute best service and support to the firm’s advisors and our clients.
My expertise is in coordinating all marketing and branding efforts for the Agency. I implement marketing and advertising campaigns and planning and organize promotional presentations. Anyone that has experience working with me knows that I put others first and my due diligence is second to none.
As part of the firm’s Diversity & Inclusion Initiative, I support the team in developing and implementing strategic programs to produce long-term results in improving the recruitment, retention, and advancement of minority professionals.
In this capacity, I foster a supportive and productive environment for our company where I also work in areas of culture and team-building efforts through encouragement, developmental, and sponsoring opportunities.
I am a proud mom of three girls and reside with my family in Queens, NY.
CRN202503-2023024
516-682-3385