Morgan earned his Bachelors of Interdisciplinary Studies in Business Management and Communication from Arizona State University. Over the last decade Morgan has gained experience at Merrill Lynch, Morgan Stanley and in the summer of 2012 he joined the Southwest Branch of his current broker-dealer, now Equitable Advisors.

Morgan joined the Phocus Financial Team in the summer of 2017.

Morgan and his team operate in a comprehensive manner, considering all aspects of a client’s financial situation, prior to making recommendations.  Morgan works hand-in-hand with a client’s current advisors, CPA’s, Trust Attorneys and other professionals to help the client achieve overall optimization within their financial life. Through this process they strive to provide a world class client experience.

In his free time, Morgan enjoys playing golf and traveling to the Northwest to visit family and friends. He currently resides in North Scottsdale and is an active member of the community donating his time to a number of charities.