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
Scott O'Brien
Director of Wealth Management, Partner
Austin, TX, US
Rick Wilkinson
Certified Financial Planner, Wealth Manager
Arlington, TX, US
Matt Addington
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Leilah Roche
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Doug Bolles
Partner I Wealth Manager
Tyler, Texas, United States
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