Austin, TX - Wealth Management

Shawn F. Morgan

Financial Advisor, Vice President

With 20 years in the financial services industry, Mr. Morgan embraces a holistic approach to serving clients, providing comprehensive wealth management advice to affluent families and business owners alike.

Experience:

  • SGC/Oppenheimer & Co.: Vice President, Financial Advisor
  • Merrill Lynch: Financial Advisor

Education/Certifications:

  • University of Texas, BBA, Finance

Contact: