Morgan Smith Location
- California, United States
Morgan Smith Work
- 2001 - now Wealth Management Professional @
- 1987 - 1996 F-14 Naval Flight Officer VF-51 @
Morgan Smith Education
- Digital Assets Council of Financial Professionals
Certificate in Blockchain and Digital Assets (Blockchain and Digital Assets)
2022 - 2022 - College For Financial Planning
CERTIFIED FINANCIAL PLANNER™ (International Finance)
2006 - 2007 - International MBA, University of San Diego
Masters (International Business)
1993 - 1996 - University of San Diego
B.A. (Computer Science)
1984 - 1987
Morgan Smith Skills
- Estate Planning
- Financial Advisory
- Charities
- Financial Planners
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- 401k
- Investment Advisory
- Asset Allocation
- Wealth Management
- Strategic Financial Planning
- Investment Strategies
- Wealth Accumulation
- Asset Management
- Collaborative Leadership
- Wealth
- Small Business
- Strategic Financial
- Retirement
- Mergers and Acquisitions
Morgan Smith Summary
- Morgan Smith, based in California, United States, is currently a Wealth Management Professional at WorthPointe. Morgan Smith brings experience from previous roles at US Navy. Morgan Smith holds a 2022 - 2022 Certificate in Blockchain and Digital Assets in Blockchain and Digital Assets @ Digital Assets Council of Financial Professionals. With a robust skill set that includes Estate Planning, Financial Advisory, Charities, Financial Planners, Retirement Planning and more. Morgan Smith has 4 emails and 2 mobile phone numbers on RocketReach.
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Top WorthPointe Employees
Charles Stanley
Partner | Wealth Manager
Edmond, OK, US
Scott O'Brien
Director of Wealth Management, Partner
Austin, TX, US
Anthony Ferreira
Partner, Wealth Manger
San Diego, CA, US
Ben Widders
Wealth Manager
California, United States
Rick Wilkinson
Certified Financial Planner, Wealth Manager
Arlington, TX, US
Morgan Smith
Wealth Management Professional
California, United States
Janet Tarasiewicz
Portfolio Analyst
San Diego, CA, US
Brooks Morgan
Wealth Manager
Austin, TX, US
John Chapman
Wealth Manager
Newport Beach, CA, US
Matt Addington
Partner and Wealth Manager
Dallas, Texas, United States
Leilah Roche
Operations
California, United States
Doug Bolles
Partner I Wealth Manager
Tyler, Texas, United States
Christopher van Slyke
Founder
Jackson, WY, US
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