Buttonwood Financial Group, LLC
Jacquie Morgan has had a distinguished career in various leadership and management roles. Jacquie started their career in 2004 as a Managing Partner at BalancePoint, a Technology Solutions and Executive Search firm. During their tenure, they successfully expanded the business into multiple geographical markets and diversified into new lines of business. Jacquie provided leadership across all functional divisions and teams, overseeing a team of over 100 employees.
In 2019, Jacquie joined EVERSANA INTOUCH as the SVP of Enterprise Transformation. In this role, they specialized in providing digital transformation services to Fortune's Global 500 organizations in the pharmaceutical sector. Jacquie'sresponsibilities included client leadership, delivering operational maturity solutions, and driving organizational transformation. Jacquie also had strategic ownership of the Digital Transformation Strategy, which encompassed operational model design, process engineering, operational standards, and change management initiatives. Jacquie held this position until September 2023.
Currently, Jacquie is employed as the Chief Operating & Growth Officer at Buttonwood Financial Group, LLC. Jacquie joined the company in December 2023 and is responsible for overseeing operational and growth-related initiatives.
Overall, Jacquie Morgan has consistently demonstrated their leadership capabilities and expertise in driving organizational growth and transformation across different industries.
Jacquie Morgan attended Georgetown University from 1993 to 1997, where they earned a Bachelor of Science (BS) degree in International Politics with a concentration in Science, Technology and International Affairs.
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Buttonwood Financial Group, LLC
At Buttonwood Financial Group we focus on comprehensive Wealth Management - tax, insurance, estate planning, investments, cash flow, and financial planning. We serve as your Family CFO helping to make sure these items are coordinated and targeted to specifically fit your specific needs and financial objectives. After all it’s your money, your needs, and your life! At Buttonwood Financial Group we have taken our goal of being a client centric firm to the next level. To us client centric entails: Better personal service than investors can get anywhere else, honest, top-notch professionals, a first-rate team focused on YOUR comprehensive financial objectives, 24-hour web access to accounts and financial plan, fee based compensation rather than commissions, and personalized services— oh, and at a cost often far less than our lower service competitors. When done right, a wealth management firm can make a huge positive impact on your life! When you are ready to move your financial life forward give us a call.