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Abbot Downing

Wendy Morgan


Wendy Morgan

Wendy is a director in Abbot Downing’s San Francisco office, responsible for managing client relationships for the Northwest region. 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 (not currently practicing).

420 Montgomery Street, 11th Floor

San Francisco, CA 94104