Morgan Lee

Morgan’s decision to pursue a career in financial services was driven by his desire to maximize his impact on those around him. Morgan strives to help clients develop and understand their financial and personal goals with clarity. He believes that the true measure of success in wealth planning is when you help clients identify and accomplish objectives that expand beyond just their plan and portfolio.

Morgan graduated with a Bachelor of Arts in philosophy and strategic communications from Miami University. Morgan joined Confluence in 2019 and now holds the position of Wealth Manager. Morgan serves clients on the Weimer Wilding Team and also oversees the Compass Team, which is a service offered by Confluence that is structured for clients that utilize more basic financial planning solutions.

Morgan currently lives in Scott Township with his wife, Molly, and daughters, Nellie and Ophelia. Outside of the office, Morgan enjoys golfing, hunting, and training Brazilian jiu-jitsu. Morgan is actively involved in supporting his community through charitable events and organizations such as Auberle and St. Michael the Archangel Parish. Morgan is also the founder of Red’s Locker, which is an organization that supports local youth sports organizations by providing them with new and used sports equipment.