About Mike Morgan
Mike Morgan, CFP®, CEPA, is a Senior Vice President and Private Wealth Advisor for The 2700 Group within Morgan Stanley Private Wealth Management. Mike is responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, foundations, and endowments throughout the United States. He works closely with clients and their advisors to develop financial strategies that help clients meet their current needs and plan for their long-term objectives. Mike ensures that clients receive the appropriate blend of services based on their unique needs, including custom lending, investment management, planning, philanthropic, trust, and family office services. Mike holds a degree in Accounting from Kennesaw State University and is a graduate of Cannon Trust School I and II. Mike is a Certified Financial Planner CFP® and a Certified Exit Planning Advisor CEPA. He lives in Cumming with his wife Linda, their daughter Adalyn, and their two sons Nick and Ryan.
Securities Agent: KS, DE, ME, TN, MO, LA, GA, CT, CO, WA, SC, ND, NC, MD, DC, AL, WY, VA, UT, HI, FL, NM, MS, MI, KY, IL, OK, NY, MA, ID, WV, OH, NJ, MT, TX, SD, PA, CA, AZ, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 2635681