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