Atlanta's Financial Advisors

Morgan Roopnarine

Morgan Roopnarine


Director of Marketing and Client Service

Phone: 800.871.1219

As the Director of Marketing and Client Service for Scarlet Oak Financial Services Morgan brings out of the box thinking, extensive problem-solving skills and a passion for efficiency and organization to the Scarlet Oak Financial Services team.

Morgan’s varied career background includes operations management for Bed, Bath and Beyond, receiving formal culinary training and working in pastry kitchens making baked delights, to now creating media and marketing content for both Scarlet Oak Financial Services and  Social Security Benefit Planners. Morgan is a Sundevil who graduated from Arizona State University.

She is a remote employee that currently works out of Alaska but with wanderlust and a pint-size Chihuahua named Bandit~ who knows where the wind will take her next.

About our Team


  • Marketing Ninja
  • Client Service and Support
  • Docusign & Paperwork Maven

Contact Information

We are committed to delivering only premium quality comprehensive financial services to our clients. We will work through the process to identify your needs and goals, and put your plan into action.
  • Monday – Friday
    from 9:00 to 5:00
  • Morgan’s Direct Line: 480-522-8186
More Information