Morgan Grace
Milburn
Freelance Writing Services
About Me
My name is Morgan Grace and I'm a freelance writer based out of Cincinnati, OH. I previously worked in finance, where I provided outsourced compliance support to Registered Investment Advisers with a combined AUM of over $7 billion.
I write and edit a variety of materials, but my focus is on creating and editing website content, marketing materials, and bios. For those in financial services, I'm an Investment Advisor Certified Compliance Professional (IACCP). Therefore, I can create and edit materials compliant with all applicable SEC rules and regulations.
Services
Marketing Content
I provide marketing content for websites, blogs, and emails.
Work Experience
Freelance Writer
Jan. 2019 - Present
I help small businesses, start-ups and, individuals create meaningful and effective content. I write and edit a variety of materials, with a focus on website content, marketing materials, and blogs.
Compliance Associate, Truepoint Wealth Counsel April 2018- Dec. 2018
I managed the internal compliance program of a Registered Investment Adviser (RIA) with almost three billion dollars in managed assets. I worked with the marketing department to create and review effective marketing pieces while still remaining compliant with all applicable rules and regulations.
Compliance Officer, Graydon Compliance Solutions
Oct. 2016 - March 2018
I collaborated with over 20 Registered Investment Advisers (RIAs) to design, implement, and manage their ongoing compliance programs, including writing and updating compliance policies and procedures, overseeing personal trading, reviewing marketing, and providing training to employees. I participated in seven SEC exams. I created and filed various regulatory filings including 13F, 13H, and Form ADV.
Education
2016 / B.A. in English, Advertising and Spanish
The University of Southern Mississippi
I attended The University of Southern Mississippi on the National Merit Semifinalist Scholarship. I graduated with honors with a triple major in English, Advertising and Spanish.