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.

Currently residing in Columbus, WI, Morgan enjoys spending time with friends and family, trying new restaurants, and traveling to new places in her spare time.

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. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.