Robert Morgan
Spartanburg Community College
Tell me more about Robert Morgan?
Robert Morgan is a highly experienced financial advisor with 19.1 years of work experience. He specializes in financial assessment, portfolio review, and portfolio strategies. Based in Seattle, Washington, Robert is dedicated to understanding the risks and the importance of investing to achieve long-term goals. He is skilled in research and mutual funds, and is committed to providing top-notch client service. Robert has worked at Edward Jones and Lowe's Companies, Inc., gaining valuable experience in financial services and administrative management. For more information, visit www.edwardjones.com/disclosures/social-media.
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About
How We Work Together I am an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals. /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
...See MoreWork Experience
Financial Advisor
Financial Services
Robert Morgan's Professional Milestones
- Administrative Manager (2004-08-01~2014-09-01): Streamlined administrative processes, enhancing efficiency and improving overall performance.
- Financial Advisor (2014-12-01~): Provided financial expert guidance to clients, enhancing their financial stability and growth.
Education
Accounting
1998-2001Skill
Financial Assessment
Portfolio Review
Portfolio Strategies
Research
Mutual Funds
Estate Considerations
Risk Assessment
Wealth Preservation Strategies
Debt Management
Insurance Needs
Profit Sharing
Custodial Accounts
Long Term Care
Long Term Disability
Stock Unit Investment Trusts
Common Stocks
Monthly Investing Program
Dividend And Income
Bond Unit Investment Trusts
Bonds
Annuities
Exchange Traded Funds
Fixed Income Investments
Systematic Investing
Investor Education Programs
Portfolio And Retirement Plan Reviews
Edward Jones Advisory Solutions
Edward Jones Income Manager
Edward Jones Managed Account Program
Traditional Iras
Roth Iras
Simple Iras
Sep Iras
Defined Benefit
Certification
Colleagues
Barrett Feltmeier
Senior Digital Product Owner
Scott Young
Owner, Bootleggers Rest. & Brewery
Scott Bell
Digital Product Owner - Operational Enablement -Custody
Sean Hawksford
financial advisor | former small business owner | bought a house with a sign
Robyn Frederking, PMP, POPM
sr digital product owner at edward jones
Other Named Robert Morgan
Frequently asked questions
We found 1 Robert Morgan's email addresses
We found 2 Robert Morgan's phone numbers
Robert Morgan's social media include: Linkedin,
Robert Morgan works for Edward Jones
Robert Morgan's role in Edward Jones is Financial Advisor
Robert Morgan works in the industry of Financial Services
Robert Morgan's colleagues are Barrett Feltmeier,Scott Young,Scott Bell
Robert Morgan's latest job experience is Financial Advisor at Edward Jones
Robert Morgan's latest education in Spartanburg Community College