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  • Podcast

Episode 218: Financial Peace of Mind

Cristen Morgan of Lake Norman Financial Group

“It really kind of helped with my evolution in the business, knowing that there are so many people out there that could use our help, that could use our advice, just have that kind of financial peace of mind.” – Cristen Morgan

Cristen Morgan, owner of Lake Norman Financial Group, always knew she wanted to help provide some sort of financial peace of mind for people. Today, she specializes in working with women, business owners, executives, and their families. You don’t want to miss this brand-new episode of Cambridge Stronger as Cristen shares how she expanded her business in 2004. She also highlights the key to navigating different types of conversations depending on the clients she’s serving, and how stepping out of her comfort zone has played a role in her development as a relationship builder. As a winner of the Community Service award at the 2023 Invest in Others Charitable Foundation awards, Cristen shares how she’s continuing to make a difference in the lives of others in her community.

In Episode 218: Cristen Morgan joins Cambridge CEO and Co-Chairman of the Board Amy Webber to discuss:

  • How her family helped pique her interest in financial services
  • How she knew it was time to begin expanding her business
  • What it means to her to serve clients and build relationships 

About Cristen M. Morgan

Cristen M. Morgan has been working in the financial services industry since 1999. She attended Hollins University in Roanoke, Virginia where she obtained her bachelor’s degree in economics and finance. Cristen returned to the Charlotte, North Carolina area to start her financial career as an analyst in the commercial paper division for Bank of America. In 2001, she was accepted into the Professional Development Training Program with Legg Mason Wood Walker where she gained the knowledge and experience to become a Licensed Financial Advisor. In 2004, Cristen expanded her financial services practice to the Lake Norman area, specializing in working with women, business owners, executives and their families to build strong, successful relationships and avoid investment mistakes. Through her honesty, integrity and experience, Cristen’s passion to help others is evident in all aspects of her life. She is active in the Lake Norman community and serves in several leadership positions.

https://lakenormanfinancialgroup.com/

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Lake Norman Financial Group, Inc. and Cambridge are not affiliated. | Licensed in the following states: AZ, FL, IL, NC, OK, PA, SC, VA

About Cambridge Stronger

Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession. 


The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.