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Kamille Morgan

Sr. Client Service Specialist

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Kamille is an industry veteran with more than two decades of experience in financial services. Her genuine service orientation and client-driven perspective, afford clients a smooth, professional, and satisfying experience. She is the strategic liaison between clients and custodians and is the primary driver of operations and onboarding processes. She takes the lead in setting up accounts, preparing for client reviews, and processing distributions and transfers. Kamille is passionate about the financial services industry, and her chief satisfaction comes from helping clients achieve their financial goals. Outside of the office, Kamille is active in the community as a PTA member at her children’s school and can often be found with her hands in the dirt at her local community garden.


3741 Douglas Boulevard
Suite 130
Roseville, California 95661

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