Morgan Jolley, MBA
Financial Services Representative
About Me
I grew up in Birmingham and attended UAB, where I earned my MBA and Bachelor's degree in Finance. Outside of work, I find joy in long walks, cooking, spending time with friends and family, and reading. My passion for finance is rooted in a genuine desire to help people achieve their financial goals, because I've seen firsthand what it looks like when those goals go unmet.
Business Philosophy
I offer an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps, if present, and offer solutions to fill them
Professional Qualifications
Licenses
Memberships & Designations
Focus Areas
Contact Me
Strategic Financial Partners
3500 Colonnade Parkway, Suite 140
Birmingham, Alabama 35243
O: 205.439.8834
C: 205.574.2247
mjolley@strategicfinancialpartners.com