Sheree Morgan


Sheree Morgan

Sheree assists SIA’s advisors with crafting portfolios, rebalancing accounts, trading, as well as managing the firm’s data.

Sheree joined the team in July 2021 and is enjoying her return to the private sector after many years of working in the public sector for municipal governments.

Sheree and her husband, Glenn, relocated to Tucson in 2018 to be near their granddaughters, Skyler and Zoey. They have since welcomed a third granddaughter, Delaney, who resides in Connecticut. In her free time, Sheree loves to explore Arizona’s beautiful scenery.

Southwest Investment Advisors