"What do you want to be when you grow up?" was always a difficult question for me to answer. I knew I wanted to help people, but could never decide which career path to pursue. Dreams of being a teacher, lawyer, psychologist, and CIA analyst were tempting, but something was always missing. My sophomore year of college, I got an internship working for a financial advisor, a career which was never on my radar, but after that summer I couldn't stop thinking about.
I graduated from The Ohio State University in 2017 with degrees in International Security & Intelligence, French, and a minor in Arabic. I had every intention of working for a "3-letter agency" but a federal hiring freeze meant there were no jobs available. I spent a year in France teaching English, and making a career "wish list". I quickly realized the summer I spent working with clients - learning about their financial goals and what was most important to them - accomplished everything on my list!
Upon returning from France, I researched and interviewed with multiple firms, hiring onto Edward Jones in 2018. I began building my business in Columbus, Ohio before relocating to Lafayette in 2019 to assist an advisor transitioning to retirement.
My Branch Office Administrator, Cherish, and I have worked together since the beginning and recently opened our new branch in West Lafayette. Cherish and her husband, Drew, are foster parents to three girls, and their dog, Maverick.
My fiancé, Nick, and I are to be married in October 2022. We love to travel, play board games, watch football with our rescue-pup and try new local restaurants.
Locally, I am President-Elect of Lafayette Kiwanis Club and a proud member of Breakfast Optimists; 100+ Women Who Care, Association of Women Business Owners; and Tippy Connect Young Professionals, who named me one of their "Top 10 Under 40" in 2021.
I look forward to working together and helping to achieve your financial goals! Please reach out with questions and to schedule!
- Retirement Savings Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Special Needs Financial Considerations
- Charitable Giving
- New Investors
My Personal Interests
- Board Games
- Sports Enthusiast
Phone NumberMorgan E McKneight at (765) 637-0359
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More