Toni Morgan has been part of the Collins Wealth Management team for more than a decade. She began as an administrative assistant and now serves as the firm’s Director of Client Services/Operations Manager.
Toni invested in raising her children as a stay-at-home mom while they were in school. She also helped care for her mother-in-law for the last stage of her life. Before joining Collins Wealth Management, Toni was the director of a local church’s Mom’s Morning Out Program. She noted a similarity to her current work, “When you are dealing with children, you are dealing with someone’s most prized possession. You take as good care as you possibly can. The same goes in dealing with a people’s financial assets.” There’s another parallel, too, she added, “Clients start to feel like family as well.”
Toni is responsible for servicing accounts at the direction of the firm’s financial planners. What she enjoys most about her work at Collins Wealth Management is when it all comes together.
“It’s a good feeling when all the client’s needs are met.” With many retirees as part of the firm’s clientele, Toni said she wants to treat clients with the same level of respect and care she would have wanted her parents to receive.
It seems that people from North Carolina like to stay in their native state; Toni is testimony to that. She grew up in Rocky Mount, briefly lived in Greenville, North Carolina, and has been in Goldsboro since 1999.
When she’s not at work, you might find Toni working in her yard, as she loves her flower gardens. Toni and her husband, Randy, are active in their church, Freedom Baptist Church. They have two children: a daughter in Ohio, a son who is closer in Fuquay-Varina, and four grandchildren.
