Experience
Makes all the difference
Morgan began his career over 49 years ago. Positions in bank lending, management and owning a small business ultimately led Morgan to working with clients to create and preserve their wealth. Morgan has expertise in insurance solutions and retiremnet planning to help clients achieve their goals. Morgan joined UBS in 2008 after 10 years at Morgan Keegan.
Morgan graduated from The University of the South (Sewanee) in 1969 with a BA in Political Science. He currently holds Series 7 and 63 securities licenses along with his Life, Accident and Health Insurance license. He also holds a Chartered Retirement Planning Counselor (CRPC) designation. He is a member or the Southern Yacht Club and enjoys leisure activities with his family, sailing and fishing.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Investments |
New Orleans, LA |
- Present |
Morgan Keegan |
Vice President |
New Orleans, LA |
- |
Marquis Investments |
Financial Advisor |
New Orleans, LA |
- |
Intersecurities |
Registered Representative |
New Orleans, LA |
- |
Hibernia National Bank |
Senior Vice President |
New Orleans, LA |
- |
First National Bank of Maryland |
Assistant Vice President |
Annapolis, |
- |
Palmer Bank Holding Company |
Manager Credit, Collection, and Loan Review Department |
Sarasota, FL |
- |
Citibank |
Assistant Vice President |
St. Thomas, USVI |
- |
Education
- The University of the South, Sewanee, Bachelor of Arts, Political Science 1969
Personal & Community
- Member, Trinity Episcopal Church
Registered States:
AZ, CA, CO, FL, GA, IN, LA, MD, MI, MO, MS, NC, NY, OH, OK, SC, TN, TX, UT, VA, WA, WI