Lisa Morgan*
Erickson Financial Advisors
2812 17th Ave S, Ste F
Grand Forks, ND 58201
Phone: (701) 772-1681
Fax: (701) 557-1616
Lisa is the Executive Assistant to Brad Erickson. She grew up in Grand Forks, ND and brings over 25 years of administrative office support to Erickson Financial Advisors. Lisa has two boys – Mason and Sheldon and four grandchildren. Lisa enjoys reading, going for walks, live music, outdoor activities and spending time with her family.
As Executive Assistant, Lisa takes care of client inquiries and service including address changes; completing new account paperwork; following up on pending transfers and rollovers; processing changes to investment allocations and automatic investments.
*Lisa Morgan is not registered with Woodbury Financial Services, Inc..