In today's ever-evolving world, women are in greater need of reliable financial guidance than ever before. Patricia Adair Morgan has been a stalwart advisor, specializing in divorce planning for women. Her investment acumen and extensive experience enable her to furnish clients with sound financial strategies for a secure future.
Since 1981, she has been an active participant in Pittsburgh's financial and business landscape. Pattie broke barriers as one of the pioneering women in Pittsburgh's trading arena, holding roles such as municipal bond trader, stock and government bond trader, registered representative, and options trader.
Pattie leverages advanced divorce planning software, assimilating data from tax returns, investment and financial statements, and property valuations to construct an equitable distribution strategy. When required, she assembles a "Historical Lifestyle Analysis," meticulously examining twelve months of all financial sources. This analysis proves especially critical when alimony is a factor in divorce proceedings. Pattie provides proposals that illuminate both the immediate and lasting consequences of various distribution options, offering clients a comprehensive understanding of fairness and clarity in the division process.
Pattie boasts extensive volunteer experience, including membership in LAOH, an Irish heritage organization supporting local and national charities; involvement with the Allegheny College Parents Association; past presidency of the PTA at Hoover Elementary School in Mt. Lebanon; past service as a CCD Instructor at Our Lady of Grace Parish; and founding Vice President of Friends of Mt. Lebanon Percussion. Pattie takes pride in raising a successful son who thrived in the Mt. Lebanon school district.
2275 Swallow Hill Road, Building 400, Pittsburgh, Pennsylvania 15220, United States