Michele Morgan - Wealth Management

Contact Information

Website

Location

37 S. River St,
Aurora , IL 60506 United States
Get Directions

About Michele Morgan - Wealth Management

Michele A. Morgan,Vice President Trust Officer, brings over 25 years of trust experience to Old Second. From simple to complex Estate and Trust administration, clients can trust that their financial matters will be handled in an efficient and expert manner. Michele also possesses expertise in the administration of Guardianships, OBRAs and Third Party Funded Special Needs Trusts. Michele has achieved the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. She earned a B.A. in Management, with honors, from Benedictine University. Michele is a member of the Fox Valley Estate Planning Council and DuPage Estate Planning Council.

Photos

Michele Morgan - Wealth Management

Reviews

Michele Morgan - Wealth Management 630-844-3222
37 S. River St,
Aurora , IL 60506 United States
$
Michele Morgan - Wealth Management

Business Details

Company name
Michele Morgan - Wealth Management
Category
Financial Services
Rating
Not Rated
Email
mmorgan@oldsecond.com

About this listing

About this listing: Information on this page may be sourced from business owners, public records, and trusted data partners. 2findlocal provides these details to help users discover local businesses and services.

Found something inaccurate? Suggest an edit .

Is this your business? Claim it

Michele Morgan - Wealth Management

Contacts Location About Photos Business Details