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David C. Morgan, CFP®

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.

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. Upon graduation, David completed all of the necessary requirements from the CFP® Board and was awarded the CFP® certificate. As a Certified Financial Planner™ professional, David adheres to the highest ethics and commitments to professionalism and continuing education.

When David is out of the office, he enjoys spending his time expanding his knowledge of wine, fine dining, and spending time with his wife Kristen and their dog Tobi.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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