Morgan K. Litchfield

Senior Assistant Vice President, Senior Client Performance Analyst at Wells Fargo Advisors

Role: Senior Client Performance Analyst at Wells Fargo Advisors
Location: Raleigh, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Morgan K. Litchfield

This information is intended for use by residents of AL, AZ, CA, CO, CT, DC, FL, GA, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VI, WA, and WI and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

Senior Client Performance Analyst
Wells Fargo Advisors
Oct 2023 — Present · Raleigh, NC, US
Works closely with high net worth and ultra high net worth clients and families to develop plans and strategies for accumulating and preserving wealth, while helping them reach financial goals and objectives- Through use of eMoney®, one of the industry\'s top planning software, to help clients make informed financial decisions through an interactive and collaborative planning process to establish personalized goals and comprehensive plans and scenarios tailored to the client- As client needs and goals evolve, models and simulates multiple scenarios illustrating potential impact to plans, goals, cash flow, etc - Comprehensive and holistic approach to wealth management and planning includes, but not limited to, cash flow planning and analysis, Monte Carlo simulation, retirement planning, estate planning strategies, income tax planning

Education

East Carolina University
Bachelor’s Degree, Early Childhood Education and Teaching
2001 — 2006
East Carolina University
Bachelor’s Degree, Spanish Language and Literature
2001 — 2006

Skills

Portfolio Management
Microsoft Office
Customer Service
Strategic Planning
Account Management
Microsoft Excel
Finance
Mutual Funds
Banking
Asset Managment
Sales
Financial Planning

Contact information

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Work email
•••••@wellsfargoadvisors.com
Personal email
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Current company

Wells Fargo Advisors

Financial Services · 15K employees · St. Louis, Missouri, United States

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 20••••25 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09••••••••21 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

wellsfargoadvisors.com

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