I work closely with clients and their advisors to develop financial strategies...
Atlanta, GA (PRWEB) October 24, 2013
On October 22, 2013, co-hosts Lee Kantor and Stone Payton of Results Matter Radio on Business RadioX® welcomed to the studio Mike Morgan with Wilmington Trust to talk about wealth management.
Michael J. Morgan, CFP®, is Vice President and Senior Private Client Fiduciary Advisor for Wilmington Trust. Founded in 1903, Wilmington Trust offers knowledge, experience and resources in the areas of wealth advisory, investment services, and corporate and institutional organizations. They are part of the M&T corporate family, one of the most financially sound and successful companies in the U.S. financial services industry.
Morgan 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. According to Morgan, "I work closely with clients and their advisors to develop financial strategies that help clients meet their current needs and plan for their long-term objectives." Morgan 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.
Morgan 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.
To learn more about Mike Morgan and Wilmington Trust, listen to the complete interview on Results Matter Radio.
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