Morgan Pace Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ @ Bright Wealth Management
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Morgan Pace Location
- Roanoke, TX, US
Morgan Pace Work
- CERTIFIED FINANCIAL PLANNER™ @ (May 2021 - Present)
- Vice President, Financial Consultant @ (December 2017 - May 2021)
- Senior Financial Consultant @ (September 2013 - January 2018)
- Financial Advisor @ (November 2012 - August 2013)
- Final Documents Team Lead @ (January 2011 - January 2012)
- Sr. Loan Officer @ (October 2008 - October 2011)
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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