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David C. Morgan

Financial Advisor
Form ADV Part 2B Brochure

As a fourth generation financial advisor David joins the High Net Worth Advisory Group after graduating from the University of Alabama where he majored in Family Financial Planning.

David has fulfilled the necessary coursework to sit for the CFP examination. Prior to attending the University of Alabama to pursue a degree in wealth management, David studied Political Foreign Affairs while at the University of Virginia. As a member of both Universities’ Men’s Golf Teams, David has achieved many honors on and off the golf course including being selected to the ACC and SEC Academic Honor rolls and the University of Alabama Dean’s list. Born and raised in Naples, Florida, David considers himself a “foodie”, enjoying fine wine, golfing with clients and spending time with Kristen and their dog Tobi.

An Open & Honest Discussion