Wendy Morgan is a director in the San Francisco office. She is responsible for managing client relationships for the Northwest region of Abbot Downing. Prior to Abbot Downing, Wendy was a director with Wells Fargo Family Wealth.
Before joining Wells Fargo in 2006, Wendy practiced law for eight years, specializing in wealth transfer planning, tax, probate and trust administration.
She received a juris doctor degree from the University of California, Hastings College of Law, graduated cum laude with a master’s degree in taxation from the Golden Gate University School of Law, and received a bachelor’s degree from Lafayette College. She is a member of the California State Bar Association and the San Francisco Bar Association.