Morgan Irvin

20 July 2019

Morgan Irvin serves as a CERTIFIED FINANCIAL PLANNER™ and co-leader of business development and strategy for Wasatch Capital Management of Raymond James, a holistic Wealth Management Practice. Morgan’s team believes in taking a universal approach to the complexities of wealth, working closely with key stakeholders to ensure all essential pieces of your wealth story are aligned together seamlessly. From investing assets, to planning for retirement, assisting with commercial lending, personal banking, and outside asset reviews, Morgan and her team believe that people now more than ever are in need of honest advice and clarity, amid all the noise and media turmoil. Prior to Raymond James, Morgan completed successful careers at Goldman Sachs and UBS.

Morgan’s commitment to make tomorrow better than today shines through in her work on the board of trustees for the Egyptian Theater in Park City, Utah, Closer to Cure Foundation, Upbeat! Of USUO, and as a Figure Skating coach at the Park City Ice Arena.

She enjoys the active lifestyle of Park City, and is passionate about art, music, and philanthropy. A former member of the U.S. Junior World Synchronized skating team, double U.S. Figure Skating Gold medalist, and amateur golfer, she originally hails from upstate New York, and the Chicago suburbs. Morgan now resides in Park City, UT with her husband Whitaker.

* CERTIFIED FINANCIAL PLANNER™ designation represents a standard of excellence and a high level of competency, ethics and professionalism.


Morgan Irvin can be reached at Raymond James & Associates Inc. |  | (385) 275-3606

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