Business Details
About
Financial Planner
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.
Location
Frequently Asked Questions About Michele Morgan - Wealth Management
Who is Michele Morgan and what expertise does she bring to Wealth Management at Old Second?
Michele Morgan is the Vice President Trust Officer at Old Second with over 25 years of trust experience, specializing in estate and trust administration, guardianships, OBRAs, and special needs trusts. She holds the CTFA designation and a B.A. in Management from Benedictine University.
What financial planning services does Michele Morgan offer?
Michele provides comprehensive wealth management and trust services including estate and trust administration, guardianships, and financial planning tailored to client needs.
How can I contact Michele Morgan for financial planning services?
You can contact Michele Morgan via email at mmorgan@oldsecond.com or by phone at +1 630-844-3222.
Where is Michele Morgan - Wealth Management located?
The office is located at 37 S. River St, Aurora, IL 60506, USA.
What is the website to find more information about Michele Morgan's financial services?
More information can be found at https://local.oldsecond.com/il/aurora/37-s--river-st-9903257.html.
Which nearby commercial loan officers could assist with business loan needs near Michele Morgan - Wealth Management?
Nearby commercial loan officers include John Gorzak, Will Garcia, Travis Andry, Juwana Zanayed, Bibiana Salas, Joe Gordon, Don Pilmer, David Mottet, and Tim J. Woodcock.
Are there nearby wealth management professionals besides Michele Morgan?
Yes, Mike Cava, CFA CFP and Andrew Crouch provide wealth management services nearby.
What nearby amenities or services can clients access around Michele Morgan - Wealth Management in Aurora?
Clients can access services such as the USPS post office, legal offices including Law Offices of R.F. Wittmeyer and Heady Law Office, as well as community centers like Simply Destinee Youth Center and The Light of The Heart art gallery nearby.
How can nearby mortgage loan officers near Michele Morgan's office assist me?
Nearby mortgage loan officers, including Ana N. Torres, specialize in mortgage lending and can assist with home financing needs.
What local attractions or conveniences are near Michele Morgan - Wealth Management for visitors?
Nearby attractions and conveniences include the Galena Hotel, a landmark and historic building, Good News Barber Shop, and creative studios such as We-R-Music Studios and BuzzLabs Creative.