Throughout his career as a Financial Planner, Morgan has enjoyed working with his clients to prepare for their financial goals and future. He provides objective and customized financial planning, investment management and insurance strategies to help meet the financial needs of his clients.
Morgan is a graduate of Bentley University (Waltham, MA). He received a Master of Science degree in Financial Planning and a Bachelor of Science degree in Corporate Finance & Accounting.
Prior to joining WestPoint Financial Group, Morgan worked at PricewaterhouseCooper’s (“PwC”) management consulting practice as a finance transformation advisor to Fortune 500 companies. While the clients may have been different, the transformation process is very similar to the financial planning process for individuals and families. This educational and professional experience has provided him with a skill set to look at his clients from a unique viewpoint and identify strategic opportunities for them to enhance their financial future.
Morgan lives in Lakeview, Chicago, and in his free time enjoys spending time with friends, walking his dog, exploring the city’s restaurants and sights, getting time on his bike and traveling when he can.
