Morgan graduated Magna Cum Laude from The Ohio State University with a B.S. in Family Financial Services. During his time in Ohio, Morgan interned with Northwestern Mutual as a College Financial Representative and a Wealth Management Intern at a local financial advisory firm. After graduating from The Ohio State University, he worked as an Associate Advisor in Ohio, passed the CERTIFIED FINANCIAL PLANNER™ exam in July 2017 and is a Candidate for CFP® certification.
While not at work Morgan enjoys spending time with his wife, Hillary, dog, Bruce, and exploring all that Charleston has to offer.