John Morgan Email & Phone Number
Managing Director, Partner @ Verdence Capital Advisors
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John Morgan Location
- Baltimore, MD, US
John Morgan Work
- 2017 -now Managing Director, Partner @
- 2014 -2017 Managing Director, Partner @
- 1996 -2014 Senior Vice President, Financial Advisor @
John Morgan Education
- The University of Akron
BS (Finance)
1987-1991
John Morgan Skills
- Asset Allocation
- Asset Management
- Banking
- Insurance
- Portfolio Management
- Series 7
- Series 63
- Investment Strategies
- Investments
- Wealth Management
- Sales
- Finance
- Retirement Planning
- Loans
- Financial Analysis
- Securities
- Credit Analysis
- Strategic Financial Planning
- Investment Advisory
- Credit
- Mutual Funds
- Commercial Lending
- Change Management
- Financial Services
- Small Business Lending
- Fixed Income
- Fixed Annuities
- Financial Advisory
- Marketing
- Microsoft Office
- Estate Planning
- Equities
- Strategic Financial
- Retirement
- Financial Planning
- Risk Management
- FINRA
- Public Speaking
John Morgan Summary
- John Morgan, based in Baltimore, MD, US, is currently a Managing Director, Partner at Verdence Capital Advisors. John Morgan brings experience from previous roles at HighTower and Wells Fargo Advisors, LLC. John Morgan holds a 1987 - 1991 BS in Finance @ The University of Akron. With a robust skill set that includes Asset Allocation, Asset Management, Banking, Insurance, Portfolio Management and more. John Morgan has 1 emails and 2 mobile phone numbers on RocketReach.
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