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Sheree Morgan

Client Services

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Sheree is the newest member of the Southwest Investment Advisors team. She greets clients calling in and visiting the office, assists advisors and manages the firm’s data.  

Sheree joined the team in July 2021 and is enjoying her return to the private sector after many years of working in the public sector for municipal governments.  

Sheree and her husband, Glenn, relocated to Tucson in 2018 to be near their granddaughters, Skyler and Zoey. They have since welcomed a third granddaughter, Delaney, who resides in Connecticut. In her free time, Sheree loves to explore Arizona’s beautiful scenery.