"Year-End Economic Update"
Presenter
Morgan Downs
Wealth Manager
Ventura Wealth Management
The health of the US economy is everyone’s business. Irrespective of your role or level of expertise, business operations are impacted by what happens within the economy. Wealth Manager Morgan Downs understands how the economy and global investment markets can impact your business and your future success. She will be making a presentation on the current state of the US economy, global trends, and the state of various investment markets.
Morgan has been a member of the VWM team since 2018 and holds Series 6, 7, 63, and 65 FINRA licenses, as well as a life and health insurance license. Her current role as Wealth Manager has allowed her to meet people from all walks of life with an array of personal and professional backgrounds. She appreciates that people have an emotional relationship with their finances. In coordinated efforts with her team of financial planners, portfolio managers, and research analysts, she can connect with clients to determine the right solutions for different financial goals. Through client education efforts and a high level of personal customer service commitment, Morgan and her team have been successful in providing clients with the knowledge to prosper.