Welcome to the **Chattanooga CBMC Luncheon** featuring a special guest speaker, **Morgan Maclellan**!
The event will take place on **Wed April 1st** at the **Chattanooga Convention Center**. Food service begins at 11:45 am so come early, grab some lunch, and prepare to be inspired.
Don't miss this opportunity to connect with like-minded professionals and gain valuable knowledge from our guest speaker. See you there!
About the speaker......
After graduating from McCallie School in 2005, Morgan studied at the Univ. of Georgia, where he earned a BA in Risk Management & Insurance. From there, he cultivated a career in Atlanta, working several years at Crawford and Company, the world's largest independent provider of claims management services.
Morgan left insurance and jumped into to the small business world by opening two restaurants. He orchestrated restaurant operations to deliver outstanding service every shift, every day. After being peer-elected to the franchise advisory board, he championed the interests of his fellow business owners. As a small business owner, he exceeded system growth sales averages, mindfully invested in his teams and communities, and consistently earned strong guest satisfaction reviews. He and his family exited the industry following the sale of their last restaurant and are thrilled to be living on Lookout Mountain, near his extended family. Morgan loves playing tennis at the Lookout Mountain Club, early morning Peloton rides, and gravel/mountain biking on the weekends. You can find him at Lookout Mountain Presbyterian on Sunday mornings with his wife, Lisa, and children Charlotte, William, Helen, and Peter.
Morgan joined the Reynolds & Park Team at UBS Financial Services in 2020, at first working on the operations and client service. He is now a Vice President - Wealth Management and Financial Advisor, focusing serving his clients with excellence through ultra-high net worth financial planning, investment manager selection, alternative investment strategies, and Christian faith aligned investment solutions.
Morgan is a 6th generation trustee of the Maclellan Foundation and servies on the Investment and Grants Committees. He is a member of The Generosity Trust's Young Givers collective giving circle, which supports local Christian non-profit organizations.