Shawn F. Morgan
Financial Advisor, Vice PresidentWith 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