Morgan Lee

Associate Financial Advisor

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.

Morgan graduated with a Bachelor of Arts in philosophy and strategic communications from Miami University and is now an Associate Financial Advisor with Confluence Financial Partners.

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 Morgan's Team

Gregory J. Weimer

Chief Executive Officer

James A. Wilding


Randall J. Holcombe, CFP®

Director of Wealth Planning

Katie Montagazzi, CFP®

Director of Marketing and Communication

Patricia J. Nichols

Client Service Associate

Neil P. Rongaus, CFP®

Wealth Manager

Gregory J. Weimer II, CFP®, CPA

Chief Operating Officer

Chuck Ziants, CFP®

Wealth Manager