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David T. Morgan, CFP®

Managing Partner
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David is a third-generation financial advisor and began his financial services career in 1987. The New Jersey native has been a Florida resident since 1981 and was with Raymond James & Associates in Naples as a former Complex Manager, Branch Manager, and financial advisor from 1997 until 2020.

He is a graduate of Rollins College in Winter Park, Florida, where he majored in economics and minored in business administration. He also graduated from the future leader’s program at the Securities Institute of America, held at the University of Pennsylvania Wharton School. As a Certified Financial Planner™ professional, David adheres to the highest ethics and commitments to professionalism and continuing education.

David is active in the community he calls home. He has served as co-chairman of the Collier County Heart Ball and was on the Seacrest Country Day School Board of Directors and a two-time Junior Achievement volunteer of the year. He was also the Seacrest High School Boys golf coach, Optimist soccer coach, and was co-chairman for the Community School Polo Tournament.

David and his wife, Toni, have two children and one grandchild.

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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