My Team

Charlotte Morgan began her career in finance in 2015 with a Wealth Management firm in Wayne, PA. After meeting with a Financial Advisor from Northwestern Mutual, Charlotte was offered a position supporting financial advisors in developing their practice. With her sights set on becoming a financial advisor, Charlotte familiarized herself with Northwestern Mutual’s holistic planning philosophy and furthered her knowledge by passing the PA Life Accident & Health Exam, Series 6, Series 63. Charlotte is currently enrolled in the American College and is on track for the Chartered Financial Consultant (ChFC) with further aspirations to achieve the Certified Financial Planner (CFP) designation. As a Financial Planning Specialist with the Planning Department, Charlotte’s primary role was building financial plans and assisting in analyzing recommendations for families. Charlotte stepped into the Financial Advisor role in August of 2018 and is thrilled to have the opportunity to enrich lives, impact communities and build legacies.
Charlotte Morgan was a competitive gymnast for 12 years in Darien Connecticut under the training of former Ukranian National Team Coach Vladimir Kovalenko and his wife Valentina. Charlotte attended Eastern University in St. David’s, PA where Charlotte was a student of the Templeton Honors College. Charlotte majored in Business Management with a minor in Spanish and spent six months living abroad in Buenos Aires, Argentina. In her spare time, Charlotte enjoys dancing, meeting up with friends in Phoenixville, calligraphy, quoting episodes of The Office and spending time with family.