Morgan Ippolito

LPL Registered Administrative Associate

Capital Management Group

morgan.ippolito@oakpartners.com

Morgan Ippolito joined Oak Partners in February of 2021 after graduating from Purdue Northwest with a bachelor’s degree in human resource and a minor in finance. Morgan grew up in Northwest Indiana keeping busy playing softball and volleyball. Morgan currently resides in Valparaiso with her husband Mike. In her spare time, she likes to go to the lake, support her husband while he coaches high school football, and hangout with family & friends.

 

Morgan currently maintains her series 7 & series 63 licenses held through LPL Financial.

Morgan Ippolito, Business Support Specialist at Oak Partners Wealth and Retirement Planning