Deborah “Debbie” Morgan joined MJ with nearly a decade of experience in the retirement space. Deborah collaborates closely with retirement advisors to ensure the successful execution of their clients’ retirement and financial wellbeing strategies. As a client executive, Deborah oversees plan operations, conducts detailed plan document reviews, and provides critical day-to-day support to both clients and internal teams.

Deborah brings a diverse background to her role, with experience spanning education and retirement services, including positions as an assistant vice principal, retirement plan specialist, and senior relationship manager. This breadth of experience allows her to combine a strategic perspective with strong project management skills. She excels at helping clients bridge the gap between complex challenges and practical solutions, making her a valued member of the MJ team.