Morgan Kincade
Client Service Coordinator
Morgan Kincade is a Client Services Coordinator at JWC Wealth, where he supports the team in delivering a seamless and high-quality client experience. In his role, he assists with day-to-day client service needs and works closely with advisors to learn the fundamentals of financial planning and relationship management.
Morgan is currently a senior at the University of South Florida, pursuing a degree in finance. He is passionate about financial planning and values the opportunity to combine his interest in the markets with helping individuals and families improve their financial well-being. Following graduation, he plans to continue developing his expertise with the goal of becoming a financial advisor.
Originally from St. Petersburg, Florida, Morgan enjoys staying active through basketball and working out. In his free time he enjoys spending time outdoors—especially taking walks!