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About Joe Morgan

Joe Morgan uses his passion and experience to provide financial guidance for his clients. As a Financial Planner, Joe prides himself on helping people from all walks of life to achieve their business and financial goals while also providing them the knowledge and tools to make smart choices to help themselves down the line.

Joe holds a bachelor’s degree in Business Administration and Management from Radford University. He is a Chartered Retirement Planning Counselor (CRPC®), Life Underwriter Training Council Fellow (LUTCF®), Registered Investment Advisor Representative (IAR), and licensed in Life and Health Insurance. Joe also holds Series 6, 7, 63, and 65 licenses.

In his spare time, Joe enjoys golfing, skiing, and photography. Joe was also a longtime member of the Jemicy School Board of Trustees and served as the Alumni Association president for five years. He is also a founding board member of the Odyssey School. For the past 19 years, he and his father have co-chaired The Morgan Family Foundation Golf Classic, which has raised over $2.5 million to fund educational programs and scholarships for students with dyslexia in Baltimore-area schools.

A graduate of Radford University, Joe is a Baltimore native and currently resides in Towson with his wife, three children, and their mini-bernadoodle.

 

Certifications

 

  • Chartered Retirement Planning CounselorSM (CRPC®)
  • Life Underwriter Training Council FellowSM (LUTCF®)
  • Registered Investment Advisor Representative (IAR)
  • Series 7 Licensed General Securities Representative
  • Series 6 Licensed Investment Company and Variable Contracts Products Representative
  • Series 65 Uniform Investment Adviser Law licensed
  • Series 63 Uniform Securities Agent State Law licensed
  • Life and Health Insurance licensed

Education

 

  • Radford University, Bachelor’s Degree, Business Administration and Management

 

CRN-5467046-021423

Angela Hasenei

Angela Hasenei

Practice Manager

Lindsay Manzoni

Lindsay Manzoni

Practice Manager

Primary Clients or Industries

Business / Corporations

Business Owners / Corporate Executives
Educational and Medical Institutions
High Net Worth Individuals and Families
State & Local Governments
Widows and Divorcees
Primary Service Areas

Wealth Planning and Preservation

Strategic and Tactical Investment Management

Retirement Income Planning

Tax Efficiency

Estate and Tax Reduction Strategies

Risk Management

401k and Corporate Retirement Plan Management