Morgan Shepherd – Advisor Solutions Team Lead

Morgan brings over 20 years of financial services experience and deep industry knowledge to her role as Advisor Solutions Team Lead. She is dedicated to ensuring Sowell Management’s commitment to a fantastic client experience.

Passionate about building stellar team, client, and community relationships, Morgan’s extensive career in the industry has consistently focused on collaboration and strategic partnerships. Before joining Sowell, she held key financial services roles, including commercial client service and team leadership for Middle Market with JPMorgan Chase, and client service and relationship management for several prominent local wealth advisory firms.

In addition to her financial services expertise, Morgan has a comprehensive background in both personal and commercial risk management. She is fully licensed in all lines of insurance, including property, casualty, life, and health, and has maintained this licensure for over two decades.


Morgan resides in Vancouver, Washington, and embraces the natural splendor of the Pacific Northwest. As a passionate animal lover, she devotes much of her free time to training and rehabilitating behaviorally challenged dogs and working with nonprofits dedicated to rescuing dogs. She spends as much time as possible with her two grown children and her pack of rescue dogs, exploring the surrounding areas in search of the next secluded waterfall or cup of Portland’s best brew.

Morgan-Shepherd Team Lead

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