Bio
Michele A. Morgan brings over 30 years of trust experience to Old Second. From simple to complex Estate and Trust administration, clients can trust that their financial matters will be handled in an efficient and expert manner. Michele also possesses expertise in the administration of OBRAs, Guardianships, and Third Party Funded Special Needs Trusts.
Michele has achieved the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. She earned a B.A. in Management, with honors, from Benedictine University.
Michele is a past president and member of the Fox Valley Estate Planning Council, and a board member of the DuPage Estate Planning Council. Michele also serves on the Board of Directors of Sunnymere, Inc. a senior living community in Aurora, IL.
