Pattie Adair Morgan

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Patricia Adair Morgan has been involved in the financial and business world of Pittsburgh since 1981. Pattie was one of the first female traders in Pittsburgh, serving as a municipal bond trader, a stock and government bond trader, a registered representative, and as an options trader.

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In today’s world, women need reliable financial advice more than ever. Whether strategizing for a professional preparing for retirement, a widow, a recent divorcee, or a parent with a special needs child (a particular field of interest), Pattie’s financial knowledge, combined with years of business experience, enable her to provide clients with sound financial tactics. 

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A primary focus for Pattie is the divorce planning for women. Her investment knowledge and experience is expertly utilized at Adair Financial Group. Pattie first analyzes a client’s tax returns, as well as investment and financial statements; then enters the financial data into our unique divorce financial planning software; developing an equitable distribution financial strategy. When warranted, Pattie compiles a “Historical Lifestyle Analysis” (a twelve month audit of all spending sources), often of vital importance if alimony proves to be a factor in divorce proceedings. She illustrates both the short and long-term effects of all equitable distribution proposals, thus providing the client with an image of the division, not to mention clarity on whether the division truly is equitable. 

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Pattie, the mother of one son, has extensive volunteer experience that includes being a member of LAOH, an Irish heritage organization active in supporting local and national charities; Allegheny College Parents Association; Past PTA President, Hoover Elementary School in Mt. Lebanon; Past CCD Instructor, Our Lady of Grace Parish; and the Founding Vice President of Friends of Mt. Lebanon Percussion.