Jamie Morgan's Location
Cincinnati, Ohio, United States
Jamie Morgan's Work
- Wealth Management Advisor, Senior Vice President @ Merrill Lynch
- Financial Advisor @ Provident Securities & Investments
Jamie Morgan's Education
- Xavier University
Certified Financial Planner Program ( Entrepreneurship/Entrepreneurial Studies/Finance)
2003 - 2003 - Xavier University
Bachelor of Science (BS) ( Entrepreneurship/Entrepreneurial Studies/Marketing/Finance)
1995 - 1999
Jamie Morgan's Skills
- Retirement Planning
- Wealth Management
- Retirement
- Asset Management
- Investment Advisory
- Insurance
- Mutual Funds
- Investments
- Finance
- CRPC
Jamie Morgan's Summary
Jamie Morgan, based in Cincinnati, Ohio, United States, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch, bringing experience from previous roles at Provident Securities & Investments. Jamie Morgan holds a 2003 - 2003 Certified Financial Planner Program in Entrepreneurship/Entrepreneurial Studies/Finance @ Xavier University. With a robust skill set that includes Retirement Planning, Wealth Management, Retirement, Asset Management, Investment Advisory and more, Jamie Morgan contributes valuable insights to the industry. Jamie Morgan has 2 emails on RocketReach.
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