Carol Morgan

Carol Morgan

Senior Office Administrator

Hi, I am Carol Morgan, and I wanted to introduce myself and let you know a little about me.

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

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