David H. Morgan on Investopedia

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

David H. Morgan is a financial advisor who offers comprehensive, holistic wealth management that connects every aspect of a client’s financial life. To help accomplish this, he engages a team of financial, legal and tax professionals who provide multi-disciplinary solutions to a client’s financial needs – solutions not just from a legal perspective, a tax perspective, or an investment perspective, but across the board. For clients, the efficiency and results of David’s holistic approach can be dramatic.

A financial services professional for over 25 years, David has extensive experience guiding clients toward their financial goals. His credentials include an Honors degree from Indiana University, a Master of Financial Services (MSFS) degree from the institute of Business & Finance, and the designation of Certified Estate Advisor (CEA). He is also certified in various other disciplines, such as annuities, asset allocation, investment funds, and retirement income.

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