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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BusinessRadioX® interviews dozens of innovative entrepreneurs and successful leaders each week. Its mission is to help local businesses Get The Word Out about the important work they’re doing for their market, their community, and their profession. With a pro-business slant and a long-form interview format, guests don’t have to worry about being ambushed or talking in “sound bites.” Guests have enough time to tell their whole story and to share their insights and experience without interruptions. BusinessRadioX® hosts are business professionals interviewing their peers, drilling down on the critical issues, and delivering practical information to an engaged business audience. Business topics that are frequently covered include: Law, Finance, Healthcare, Technology, Trade Shows, B2B Marketing, Venture Capital, Training and Development and other issues impacting the business community. For more information, visit: http://www.businessradiox.com.