Morgan Davis Quigley, CPFA®
Vice President
Morgan is Vice President with Wealthspire, bringing more than a decade of experience in the retirement advisory industry, working closely with plan sponsors to create, evaluate, and monitor retirement programs that align with organizational goals and fiduciary responsibilities. Morgan advises on a broad range of qualified and non qualified retirement plans, helping sponsors navigate plan design, governance, and ongoing oversight.
With a strong focus on fiduciary best practices, Morgan has extensive experience in ERISA compliance, provider fee benchmarking, investment oversight, and participant education. Morgan is committed to helping plan sponsors enhance plan outcomes, manage risk, and deliver meaningful retirement benefits to their employees.
Morgan graduated from the Eli Broad College of Business at Michigan State University with a Bachelor of Arts degree in Business Marketing. Morgan has been recognized by NAPA as a “Top Plan Advisor Under 40” 2019 – 2026 and “Top Women of Excellence in Retirement” 2019 – 2025.
With a strong focus on fiduciary best practices, Morgan has extensive experience in ERISA compliance, provider fee benchmarking, investment oversight, and participant education. Morgan is committed to helping plan sponsors enhance plan outcomes, manage risk, and deliver meaningful retirement benefits to their employees.
Morgan graduated from the Eli Broad College of Business at Michigan State University with a Bachelor of Arts degree in Business Marketing. Morgan has been recognized by NAPA as a “Top Plan Advisor Under 40” 2019 – 2026 and “Top Women of Excellence in Retirement” 2019 – 2025.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
