Morgan Witthun
Client Service Associate
Morgan serves as a client service associate based in our Madison, WI office, supporting the local advisory team by assisting with the financial planning process, completing incoming tasks and requests, and serving as a first point of contact for client relationships.
Education & Credentials
- AAS, Madison Area Technical College, Administrative Professional
- Certificate of Project Management, Madison Area Technical College
- Certificate of Entrepreneurship, Mid-State Technical College
- Certificate of Culinary and Hospitality
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.
