Podcast: Download
Michael J. Morgan, CFP®/Wilmington Trust
Michael J. Morgan, CFP®, is Vice President and Senior Private Client Fiduciary Advisor for Wilmington Trust. Mike is responsible for providing comprehensive wealth management advice to high net worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Southeast region. He works closely with clients and their advisors to develop financial strategies that help clients meet their current needs and plan for their long-term objectives. Mike ensures that clients receive the appropriate blend of services based on their unique needs, including custom lending, investment management, planning, philanthropic, trust, and family office services.
Mike joined Wilmington Trust in 2007, specializing in fiduciary oversight, estate management, and retirement and insurance planning. He most recently served as a Vice President and Trust Advisor with Wachovia Bank, and began his private banking career at Fleet Bank.
Mike holds a bachelor’s of business administration degree in Accounting from Kennesaw State University and has completed Cannon Financial Institute’s Trust School I, II, and III. He serves on the Capital Campaign Leadership Committee for Rainbow Village, a nonprofit in Atlanta serving homeless families.
3 comments on “Mike Morgan with Wilmington Trust”