Morgan Pace Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ @ Bright Wealth Management
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Morgan Pace Location
- Roanoke, TX, US
Morgan Pace Work
- 2021 -now CERTIFIED FINANCIAL PLANNER™ @
- 2017 -2021 Vice President, Financial Consultant @
- 2013 -2018 Senior Financial Consultant @
- 2012 -2013 Financial Advisor @
- 2011 -2012 Final Documents Team Lead @
- 2008 -2011 Sr. Loan Officer @
Morgan Pace Education
- St.Edward's University
Bachelor of Business Administration (B.B.A.) (Economics and Business)
1999-2004 - Northwest High School 1995-1999
Morgan Pace Skills
- Wealth Management Services
- Portfolio Management
- Certified Financial Planner
- Financial Advisory
- Financial Planning
- Wealth Accumulation
Morgan Pace Summary
- Morgan Pace, based in Roanoke, TX, US, is currently a CERTIFIED FINANCIAL PLANNER™ at Bright Wealth Management. Morgan Pace brings experience from previous roles at BBVA in the USA, TD Ameritrade, Wells Fargo Advisors, LLC and First American Title. Morgan Pace holds a 1999 - 2004 Bachelor of Business Administration (B.B.A.) in Economics and Business @ St.Edward's University. With a robust skill set that includes Wealth Management Services, Portfolio Management, Certified Financial Planner, Financial Advisory, Financial Planning and more. Morgan Pace has 1 emails and 1 mobile phone numbers on RocketReach.
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