WorthPointe Selects Brooks Morgan CFP® as Portfolio Manager and Lead Advisor

Share Article

WorthPointe, a fee-only financial planning firm located in Austin, San Diego & Forth Worth, continues to grow and expand their team.

Brooks’ poised professionalism puts his clients at ease through each step of the financial planning process and his knowledge has been a resource for many of his peers.

WorthPointe, the leading CFP® firm focused on helping families achieve their financial goals through innovative technology and sound financial planning strategies, announced the appointment of Brooks Morgan CFP® as Portfolio Manager and Lead Advisor. As Portfolio Manager, Mr. Morgan will provide his clients cutting-edge investment management strategies along with a long-term disciplined approach to managing portfolios. Positioned as Lead Advisor, Mr. Morgan will serve high-achieving individuals and families who are striving toward their financial goals by streamlining and simplifying processes so that they can return to what is important to them in life. He has already built a solid client base from his time spent on the green, connecting with thriving individuals who share his passion for golf, and looks forward to teaming up with other aficionados in his new role.

Mr. Morgan’s journey with WorthPointe began in early 2011, when he joined as a college intern. He caught the attention of the firm while attending the top-ranked McCombs Business School at the University of Texas. He quickly demonstrated his dedication to upholding the ethical practices of the financial planning industry as well as provide unwavering dedication to his clients and peers. Since 2011, Mr. Morgan was moved swiftly up the ranks to Compliance Manager and Director of Advisor Support. In these roles, he demonstrated an impressive adaptability to both client circumstances and market volatility. Christopher Van Slyke CFP®, founder and partner of WorthPointe Austin, remarks on Mr. Morgan’s progress with the firm, “Brooks has become a cornerstone to our team. Brooks’ poised professionalism puts his clients at ease through each step of the financial planning process and his knowledge has been a resource for many of his peers. He maintains a positive strategic vision that is crucial to supporting WorthPointe’s client base.” Aside from his proven track record as a CERTIFIED FINANCIAL PLANNER™ professional, Mr. Morgan has taken up the responsibility as Chief Charity Officer, spearheading the firm’s Ronald McDonald involvement in the Austin community.

WorthPointe is a fee-only financial planning firm with CERTIFIED FINANCIAL PLANNER™ professionals who are credentialed, experienced and owners. We provide financial planning, investment consulting, tax planning, asset protection, estate planning and charitable giving support. For more information about WorthPointe, visit worthpointeinvest.com or contact 800-620-4232 to schedule a complimentary consultation session with a WorthPointe advisor.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Mandy Fisher
@WorthPointe
since: 04/2013
Follow >
WorthPointe
since: 04/2013
Like >
Visit website