Abby Morgan, CFP®, CPFA

Vice President of Operations


About Abby

Abby joined Eukles Wealth Management in 2011 as a Vice President 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 has obtained the designation of Accredited Investment Fiduciary and is 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.

Abby was recently recognized by NAPA as a 2015 Top Woman Advisor for her excellence and contributions in the retirement plan industry. See the press release here.