Morgan Lee

Client Service Associate

While growing up and watching his father, uncles, and grandfathers develop successful legal careers in the Pittsburgh area, Morgan learned to recognize the value of an individual no matter who they are. Morgan aspires to uphold this duty by providing people with the financial guidance they need to preserve and expand their value as an individual.

After graduating with a Bachelor of Arts in philosophy and strategic communications from Miami University, Morgan joined Confluence as a Client Service Associate. As he continues to develop his skills in financial services and works towards obtaining all necessary licensing registrations, he hopes to achieve his professional goal by becoming a Financial Advisor.

Morgan is an avid golfer, hunter, and fly fisherman. When he is neither outdoors or spending time with his family, Morgan satisfies his interest in military history by reading books and collecting memorabilia.

Meet 's Team

James A. Wilding

Partner, Confluence Financial Partners

Tonya Barta

Client Service Associate

Brandon Corlett

Associate Financial Advisor

Katie Montagazzi

Client Service Associate

Neil P. Rongaus, CFP®

Wealth Manager

Chuck Ziants

Wealth Manager

Gregory J. Weimer

Partner, Confluence Financial Partners