Morgan E. Ellia

Client Service Associate
Office: Fredericksburg, VA
Phone: 540.735.2864
Email:

Morgan is a Client Service Associate in Cary Street Partners’ Fredericksburg office where she supports Financial Advisors and their clients. She is responsible for administrative duties and assists in all areas of client service including opening new accounts, movement of funds, and account maintenance.

Experience:

  • The Insurance Smith, Operations Manager

Education:

  • Longwood University, BA, Political Science & Global Politics