David Morgan Email & Phone Number
Partner @ Heirloom Wealth Management
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David Morgan Location
- Denver, CO, US
David Morgan Work
- Partner @ (January 2026 - Present)
- Managing Member @ MorganRosel Wealth Management, LLC (November 2017 - Present)
- Senior Vice President, Financial Advisor, Portfolio Management Director @ Morgan Stanley (February 2009 - November 2017)
- Vice President - Investments @ UBS Wealth Management (January 2000 - February 2009)
- Financial Advisor @ (March 1997 - January 2000)
David Morgan Education
- College for Financial Planning
CFP® (Accounting and Finance)
2001-2002 - Taylor University
Bachelor of Arts (B.A.) (Business, Communications)
1992-1996
David Morgan Skills
- Creative Strategy
- Investments
- Capital Markets
David Morgan Summary
- David Morgan, based in Denver, CO, US, is currently a Partner at Heirloom Wealth Management. David Morgan brings experience from previous roles at MorganRosel Wealth Management, LLC, Morgan Stanley, UBS Wealth Management and Edward Jones. David Morgan holds a 2001 - 2002 CFP® in Accounting and Finance @ College for Financial Planning. With a robust skill set that includes Creative Strategy, Investments, Capital Markets and more. David Morgan has 1 emails on RocketReach.
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Top Heirloom Wealth Management Employees
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Co-Founder and Managing Director
United States
Amanda Arthur
Director of Retirement Plan Services
Denver, CO, US
Desiree Segler
Financial Advisor
Denver, CO, US
Celina Wescott
Client Administrator
Denver, CO, US
Nick Burke
Private Wealth Manager
Denver, CO, US
Angelia Archuleta
Trading and Compliance Manager
Denver, CO, US
Tosha McMahan
Client Services Manager
Castle Rock, CO, US
Michael Euston
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Deron Swaby
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Denver, CO, US
Aimée Burke
Private Wealth Manager
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Bruce Potter
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Michael Euston
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Ethan Grycel
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David Morgan
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Cooper Benedict
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