Morgan Less is a seasoned professional currently serving as the Managing Director and Financial Advisor at The Financial Specialists. With a career that spans over two decades, Morgan has established a reputation as a dedicated and knowledgeable expert in the field.
In 2022, Morgan joined The Financial Specialists and took on the role of Managing Director, bringing a strategic and insightful approach to financial advising. Holding both Series 7 and 66 securities licenses, as well as a life and health insurance license, Morgan is well-equipped to navigate the complexities of the financial markets and provide comprehensive solutions to clients.
Before transitioning to The Financial Specialists, Morgan dedicated 15 years to a successful career in Corporate America, honing skills that would later prove invaluable in the financial advisory realm. This background has afforded Morgan a unique perspective and a deep understanding of the financial intricacies that impact both individuals and businesses.
Known for a client-centric approach, Morgan Less is committed to helping clients achieve their financial goals and secure their financial future. Whether providing investment strategies, retirement planning, or insurance solutions, Morgan leverages a diverse skill set and extensive industry knowledge to tailor recommendations to each client’s unique needs.
Morgan has an MBA from the University of Iowa, and Bachelor of Arts in Marketing and Sales from the University of Northern Iowa. In her free time, she enjoys traveling, hiking and spending time with her husband Zach, and their three kids, Hudson, Laiken and Landry.
