Carey Morgan, CFP®, ChFC®
Partner, Financial Advisor
Hi there. I'm Carey, a financial advisor and philanthropic consultant with a long-time passion for understanding how using money well can fundamentally reshape the world. I really enjoy working with people who have dedicated their lives to making their world a better place through service, art, education, and philanthropy. These are all areas I know well. I started my career managing rock bands and helping musicians sort out their own money. The personal finance bug bit me and I joined a huge investment firm to learn that side of things. While the big corporate life wasn't the best fit for me, I also became really interested in how our every day spending and investment choices can really impact the community. So I changed gears to the nonprofit sector, leading a a hunger nonprofit, launching a citywide financial counseling program, and directing a private foundation focused on economic empowerment for women. One of the things I get most excited about is the potential for change through mission-aligned and socially responsible investing. In my humble opinion, doing good and doing well are not mutually exclusive.
I live in Mt. Airy with my husband and my crazy cats, Grover and Gomer. I can often be found noodling around the garden, traveling to exotic locales, or reading a mystery novel.
I am a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant®, and a Chartered SRI Counselor®. I also have a BA in History from Georgetown and a Masters in Sustainable Development from the School for International Training in Vermont.
Photo credit: Matthew Hamilton