Morgan Eichwald, CFP®, CWS®

Morgan helps her clients simplify the complexities of the financial world with a caring and positive attitude. As a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Wealth Strategist®, Morgan enjoys problem-solving and creating personalized financial action plans.

Morgan holds a bachelor’s degree in mathematics and a master’s degree in environmental studies from the University of Montana. She joined the D.A. Davidson Missoula office in 2017 after completing the company’s internship program in 2015. Prior to financial services, Morgan worked in the education and non-profit sectors, and also performed internationally as a contemporary ballet and modern dancer. Outside of the office, Morgan is actively involved in her community, having served on the Board of Directors for the Humane Society of Western Montana and Freedom Gardens. Morgan enjoys time outdoors with family and friends, including her husband, Noah Bray, daughter Kinley Bray (born 2022), and border collie, Wicklow.