Morgan Crawford, CFP®
Director of Operations and Planning
Morgan joined Coastal Wealth Management in 2017 and currently serves as Director of Operations and Planning. Morgan is responsible for overseeing the day-to-day operations of the firm and ensuring the timely and accurate delivery of financial planning services. Morgan also serves as the senior planner, working closely with the team to create holistic financial plans for clients. Morgan is a CFP® professional and an Investment Adviser Representative of Headland Capital, LLC. Prior to joining Coastal Wealth Management, 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 cheering on the Ohio State Buckeyes.