Morgan sees a definite link between his passion for physical fitness and long-term fiscal health.
“It’s simple: If you live to 100, you don’t want to run out of money when you’re 75,” said Morgan. “I want my clients to live long, productive lives, and have the funds they need to finance the lifestyle of their choice. Because that’s also my goal.”
Morgan has been around finance nearly his whole adult life. He started working for CWM while still in high school doing various administrative projects, and is now CWM’s Chief Investment Officer. He oversees portfolio management, investment analysis, and the development and testing of new strategies.
He contributes to the CWM team by thoroughly researching a wide variety of investment products and creating recommendation reports based on current market dynamics. His crowning career achievement, so far, has been the creation of the CWM Performance Targeting System (PTS)TM investment strategy. The creation process for this system required countless hours of research in the attempt to achieve the best returns possible in any given market situation with much less volatility. The stated goal being a, “savings account volatility with stock market returns,” which continues to be a work in progress. Morgan has added both Series 7 and Series 65 licenses to his list of credentials.
Morgan enjoys a number of after work activities that garner new skills and broaden his horizons. He is currently a certified scuba diver, teaches Sunday school, is involved in various forms of continuing education, a “new experiences” hobbyist , an avid world traveler, and has a continuing interest in personal fitness (via an insane workout regimen known as CrossFit). Being an extremely active and energetic person, Morgan looks forward to any challenge and is ready to help lift CWM and its clients to greater heights of success.
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