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Joe Morgan

LUTCF® ,CRPC®

Financial Planner
About Joe Morgan

Before joining Heritage, Joe worked as a Founder and Financial Planner at Blue Harbor Benefits. Joe’s passion is to help people achieve their business and financial goals, help people from all walks of life, and provide them with the knowledge and tools to make intelligent decisions they can count on. Joe graduated from Radford University and is a native of Baltimore and currently resides in Towson with his wife and three children, and their Berna doodle. Joe enjoys golfing, skiing, and photography when he is not in the office. Joe was a longtime member of the Jemicy School Board of Trustees, he served for 5 years as president of the Jemicy Alumni Association and was 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 one million dollars to fund educational programs and scholarships for students with dyslexia in Baltimore-area schools.

 

Certifications
  • CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®)
  • Chartered Retirement Planning Counselor (CRPC)
  • Life Underwriters Training Council Fellow (LUTCF)
  • Registered Investment Advisor Representative (IAR)
  • Securities Industry Essentials (SIE) licensed
  • 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-5370439-122822

Preetum Gary

Preetum Gary

Assistant

Angela Hasenei

Angela Hasenei

Assistant

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

410-825-6066

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210 ALLEGHENY AVENUE, SUITE 310
TOWSON, MARYLAND 21204