Morgan Williams is Cash Flow Operations Manager at the firm. In her role, she oversees a team of Cash Flow Specialists who handle the bookkeeping and bill payment needs of several of our larger Family Office clients.

Prior to joining the firm in 2009, Morgan worked at Community Bank & Trust Co. in Wolfeboro, NH, first as a teller, then loan servicer, and finally as a staff accountant until the bank was bought out by Chittenden Corporation and merged with Ocean Bank in 2008. Morgan has a Bachelor of Arts in Psychology with a concentration in Business from Regis College.

Morgan and her family live in the beautiful Lakes Region of New Hampshire. They are big dog lovers. Morgan assisted her family in founding Assistance Canine Training Services (A.C.T.S), a non-profit organization that raises and trains service dogs for people with mobility problems. Morgan’s family also breeds Golden Retrievers.