Sandy Morgan

Sandy Morgan, CLU, ChFC

Head of Branding & Communications

Sandy Morgan is the director of Branding & Communications and senior partner of Blue Trust. Sandy is responsible for enhancing the national branding strategy of the company as well as developing external communications and key marketing initiatives. She works to ensure the company’s messaging, content, and materials accurately express Blue Trust’s value proposition. She looks for and evaluates new opportunities to increase brand awareness and manages the company’s public relations strategy. Sandy joined Blue Trust in 2012 with more than 20 years of experience in financial services communications, branding, and marketing. Prior to joining the company, she served as the managing director of Field and Acquisition Marketing for Charles Schwab Institutional Services. Sandy earned her BS/BA from the University of North Carolina at Chapel Hill and her MBA in finance from Georgia State University.