Morgan Tester, CFP®, ChFC

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹
• Chartered Financial Consultant

Work Experience

• Constructs client financial plans, assists with investment management, cash flow analysis and retirement planning
• Financial advisor at Carmichael Hill & Assoc. from 2019
• Joined MAI in 2024, bringing more than 5 years of industry experience

Life Outside of MAI 

• When not in the office Morgan enjoys spending time with family and friends, watching a good movie, or rooting for her favorite football team, the Baltimore Ravens.

Education

• Towson University, Bachelor of Science in Business Administration with a Concentration in Finance and Financial Planning

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.