Today, we’d like to introduce you to Morgan Lemaitre.
Hi Morgan, we’d love for you to start by introducing yourself.
My journey has been a tapestry of diverse experiences, each thread contributing to the person I am today. Sometimes, it’s hard to see where the path is leading when we’re on the road… looking back, though, it all makes so much sense.
Early Success in Synchronized Skating: At the age of 12, I represented Team USA at the ISU World Junior Synchronized Skating Championships. The thrill of competition and the pursuit of excellence drove me to achieve double gold medals in Individual Figure Skating and a USFSA Pre-Gold Medal in Ice Dancing. Skating was my passion and focus, teaching me discipline and the ability to take feedback (and sometimes criticism!).
Culinary Adventures: Despite my skating success, I followed my heart into the world of classical French cooking. Most people don’t know this, but I actually hold an associate degree in classical French cooking. My culinary journey took me to Bangkok, where I had the honor of cooking for the King of Thailand during his 80th birthday celebration. Later, I joined a high-end restaurant in Lima, exploring the fusion of Asian and Peruvian flavors.
Life Philosophy and Global Experiences: Life, to me, is about experiences. They don’t necessarily define us, but they shape our decisions and our path. Saying “yes” to open doors allowed me to travel, meet incredible people, and compete at the highest levels. This perspective now informs my work at Park City Wealth Advisors.
Transition to Finance: I was introduced to financial services while playing competitive golf. Conversations with former Wall Street bankers ignited my passion. Driven by an entrepreneurial spirit, I entered the field and eventually founded Park City Wealth Advisors in Utah.
Financial Expertise and Achievements: Finance became my forte. By age 27, I became a FINRA arbitrator, resolving disputes and protecting investors. I had already passed multiple exams, including Series 7, 66, 9, and 10, and earned my CERTIFIED FINANCIAL PLANNER™ certification.
Empowering Clients: Now, my role has shifted. I empower clients by simplifying complex financial topics. Confidence in their financial know-how and the belief that their dreams are within reach drive our approach. We give them time to breathe and find relief amid life’s demands.
Family, Community, and Passion: Park City is my home, where family means everything. My husband, Daniel, shares my commitment to growth. We lead by example, volunteering in the community. Over the years, I’ve loved being involved with organizations like the Egyptian Theatre, Park City Figure Skating Club, and the Utah Symphony. Our love for music, sports, and adventure keeps us alive.
Entrepreneurial Spirit: Beyond finance, I collaborate with the Utah chapter of the Entrepreneurs’ Organization. Networking and resources empower young entrepreneurs.
Purposeful Living: Success isn’t just about money; it’s about purpose. Quality time with friends, creative minds, and meaningful lives—these are the rewards of hard work.
In summary, my journey weaves together passion, resilience, and a hunger for learning. Park City Wealth Advisors reflects my commitment to making a difference in the lives of those I serve.
Would you say it’s been a smooth road, and if not, what are some of the biggest challenges you’ve faced along the way?
Partnership breakups have taught me the importance of shared values and work ethics. Not all collaborations endure, and sometimes divergent visions lead to parting ways. These experiences underscored the need for transparency and alignment in any partnership.
Additionally, encountering bosses who don’t keep their word has been a valuable lesson. Broken promises—whether related to promotions, salary adjustments, or work-life balance—can be disheartening. However, they’ve inspired me to be an exceptional employee. I prioritize reliability, honesty, and open communication with colleagues.
Resilience and adaptability have become my allies. Life’s struggles reveal our true character, and setbacks have fueled my hunger for knowledge. Whether it’s financial planning or interpersonal skills, I remain committed to continuous learning.
Empathy and compassion play a significant role. Witnessing the impact of unmet promises and fractured partnerships has made me more understanding. Treating others with kindness and integrity is essential, creating a positive work environment where trust thrives.
Alright, so let’s switch gears a bit and talk business. What should we know?
Certainly! Let me share a bit about **Park City Wealth Advisors**, our mission, and what sets us apart.
At Park City Wealth Advisors, my team and I are passionate about your financial success. Our mission is to provide comprehensive wealth management solutions that incorporate tax strategy and legal guidance. We take a holistic approach, ensuring that every aspect of your financial well-being is addressed.
What makes us unique? First, our depth of knowledge sets us apart. I, along with my team, possess unparalleled expertise in wealth management. But it’s not just about numbers; it’s about building authentic relationships. We take a personal approach, tailoring financial solutions to fit your individual needs.
Our services cover a wide spectrum, from investment strategy to tax and estate planning. We believe in generational wealth—empowering future generations by providing assets to “stand on your shoulders” and achieve great things.
So, if you’re seeking a partner who combines expertise, personal touch, and comprehensive services, look no further than Park City Wealth Advisors. We’re committed to your financial well-being and the success of your family for generations to come!
We love surprises, fun facts, and unexpected stories. Can you share something that might surprise us?
One thing people might not know about me is that I share my home with two magnificent Maine Coon cats. These regal felines rule the house and bring joy with their dog-like antics! Hope you get to meet Nyx and Hobbes one day soon!
Contact Info:
- Website: parkcitywealthadvisors.com
- Instagram: @PCWealthAdvisors
- Facebook: @parkcitywealthadvisor
- Linkedin: linkedin.com/in/morganlemaitre
