Morgan Crawford, CFP®
Director of Operations and Planning
Morgan joined Coastal Wealth Management in 2017 and currently serves as the Director of Operations and Planning. Morgan is responsible for overseeing the day-to-day operations of the firm, ensuring the timely and accurate delivery of all financial planning services. Morgan also serves as the senior planner, working closely with the team to create holistic financial plans for clients. Morgan obtained his CERTIFIED FINANCIAL PLANNER® certification in 2018. He holds a series 7 and 63 with LPL Financial and 65 with Headland Capital, LLC. Prior to joining Coastal, Morgan worked for PM Financial Group in Dublin, Ohio and also served as a paramedic in Spartanburg, South Carolina.
EDUCATION & FAMILY
Morgan is originally from Asheville, North Carolina and graduated Magna Cum Laude from The Ohio State University with a bachelor’s degree in Consumer and Family Financial Services. Morgan enjoys spending time with his wife, traveling, hiking, exercising, walking his dog and is an avid Ohio State Buckeye fan.