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.
We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation:
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