Thomas Morgan Email & Phone Number
VP - Sr. Wealth Advisor (UHNW) @ Charles Schwab
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Thomas Morgan Location
- Texas, United States
Thomas Morgan Work
- VP - Sr. Wealth Advisor (UHNW) @ (May 2020 - Present)
- Investment Management Consultant @ (April 2015 - May 2020)
- Portfolio Specialist @ (March 2011 - April 2015)
- Financial Advisor @ (October 2007 - March 2011)
Thomas Morgan Education
- Texas A&M University
Bachelor of Business Administration (B.B.A.) (Finance, General)
2002-2006
Thomas Morgan Skills
- Mutual Funds
- Series 7
- Uniform Combined State Law
- Series 63
- Wealth Management
- 401k
- Equities
- 401k Rollovers
- IRAs
- Asset Allocation
- Investments
- Financial Analysis
- Financial Planning
- Financial Services
- Series 66
Thomas Morgan Summary
- Thomas Morgan, based in Texas, United States, is currently a VP - Sr. Wealth Advisor (UHNW) at Charles Schwab. Thomas Morgan brings experience from previous roles at Fidelity Investments. Thomas Morgan holds a 2002 - 2006 Bachelor of Business Administration (B.B.A.) in Finance, General @ Texas A&M University. With a robust skill set that includes Mutual Funds, Series 7, Uniform Combined State Law, Series 63, Wealth Management and more. Thomas Morgan has 2 emails and 2 mobile phone numbers on RocketReach.
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