bio
Morgan Jackson is a Client Services Specialist at intellicents, supporting the Lake Mills, IA office by assisting advisors in delivering exceptional service to clients. With a professional background rooted in logistics software, Morgan spent six years as an account specialist before transitioning to the financial services industry two years ago.
Morgan brings valuable expertise to intellicents, including proficiency in Schwab and Salesforce, tools she has worked with extensively for over two years. Her commitment to efficiency and client satisfaction aligns perfectly with intellicents' mission of helping American workers achieve their financial dreams.
education & certifications
my idea of living the dream
My idea of living the dream is finding joy in the small things and embracing contentment in every phase of life. It’s about being able to provide for my family while also making a positive impact by helping others.
this is my dream job
My dream job is one where everyone works together to achieve shared goals and make a positive impact on our community. Life can be tough, and if I can help lighten someone's load or take a burden off their shoulders, I’d consider that a successful and fulfilling day.
this is how i make it real
I have a soft spot for 'Grandma Activities.' In my downtime, you’ll often find me crocheting, cross-stitching, reading, or even trying my hand at knitting.