Carol Morgan

Carol Morgan

Senior Office Administrator

Carol Morgan is a California native and has live in Southern CA with her husband, of over 32 years, and her 2 children. She has over 36 years' experience in the banking, insurance and financial services industry.  She is currently a Senior Branch Office Administrator for the Cornerstone Wealth Management Newbury Park branch. She really enjoys working with and for clients, and helping with all the vital pieces of what makes our business run well.  She is resourceful, good at research, and a skilled problem solver.  Her sincere joy can be felt every day in person and on the phone, making her an invaluable part of the branch's commitment to customer service.

In her spare time, she enjoys spending time with her family, volunteering in the community, baking and cooking and entertaining friends at her home.  But her absolute favorite thing is being at the beach!!! Nothing more calming and enjoyable to her.