Morgan began his career as an analyst with a supplier of power and natural gas. In 2009 he began teaching business English at FUCAPE, a top-ranked school of business in Brazil.
In 2010, Morgan began to pursue his passion, a career in strategic financial planning with Mindful Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. For the past 12 years, he has and continues to help people simplify their financial reality through an interactive program that delivers proactive client service, access to a team of trusted financial experts, and tailored recommendations to maximize growth and mitigate risk.
Morgan holds various leadership positions such as board member of Legacy Minded Men, public speaker, an ordained minister, and mentors inner-city youth through Football. He has an unparalleled passion for sharing God's love with those in his circle of influence.
Morgan earned his B.S. from Montclair State University and his CRPC® (Chartered Retirement Planning Counselor) designation from The College for Financial Planning, he is actively working on his CFP® (Certified Financial Planner) designation. He and his wife, Jacqueline, have two children and a heart to serve people.
Invited by: Sebastian Castillo
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Day | Followers | Gain | % Gain |
---|---|---|---|
February 23, 2024 | 42 | +1 | +2.5% |
March 18, 2023 | 41 | +2 | +5.2% |
October 15, 2022 | 39 | +1 | +2.7% |
June 05, 2022 | 38 | -1 | -2.6% |
March 21, 2022 | 39 | +4 | +11.5% |
January 22, 2022 | 35 | +2 | +6.1% |
December 16, 2021 | 33 | +17 | +106.3% |
September 30, 2021 | 16 | +1 | +6.7% |
August 13, 2021 | 15 | +5 | +50.0% |