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Lisa Morgan


My Meridian: My parents came from a depression era farming background and they instilled in me the value of hard work and making good use of what you have.  This not only affected my personal life, but also my professional life as well. Everything I do at work is a reflection of me and Meridian therefore, it must be to the best of my ability and to give the best service to our clients.

Lisa M. Morgan, CEBS
Vice President, Compliance

Lisa supervises the staff in the Compliance Department which is responsible for the day to day processing of retirement plan contributions, distributions and loans; in addition to all of the necessary annual reports and notices. She attended college at Johnson Bible College and graduated from the University of Tennessee with a degree in Business Administration. She has enjoyed a long and distinguished career in banking, retirement plan compliance and management. Having initially worked for a Tennessee-based bank for 25 years, Lisa joined the Meridian Team over 15 years ago, bringing her wealth of experience and knowledge.

Lisa grew up in a small town in Indiana which reflects her personal “all-American” values and character. The middle daughter of three girls, Lisa’s mother was a creative, talented artist and her father, a decorated WWII and Vietnam War Air Force pilot. Lisa is an avid traveler and enjoys visiting various locales around the United States with her friends and family. An annual ski trip to the Rockies in the spring and a fall trip to the beach with her sisters and their families are highlights of her vacation schedule. In addition to her two sisters and her brothers-in-law, she has many nieces and nephews. Her hobbies include gardening, reading, history and music. She is also a dog lover and invests a great deal of her free time in walking and hiking with her rescue dogs.

lmorgan@trustmeridian.com