Abby Morgan, CFP®, CPFA
Vice President of Operations
Abby joined Eukles Wealth Management in 2011 as a Vice President of Operations after spending 8 years at Morgan Keegan and Company, Inc. Abby began her career in 1993 as a Consulting Group Analyst at Smith Barney assisting financial consultants with asset allocation analysis, manager research and selection, portfolio analytics, and quarterly performance analysis for institutional clients.
Abby is a CFP® professional. Abby attended Xavier University where she earned a Bachelor of Science in Business Administration with a major in Finance. Abby is actively involved with local charities Bethany House Services and Give Back Cincinnati.