Todd Morgan, Financial Advisor

Todd has been managing individuals and businesses for over 30 years with $300M AUM. His approach to Financial Advisory is characterized by a deep understanding of his clients’ unique financial goals and needs. Todd is also a Branch Manager and on the Advisory Board at LaSalle St. Securities which highlight his leadership and influence within the financial industry. He holds a Bachelor of Science degree in Marketing/Economics and Financial Certifications Series 7, 8, 24, 63, & 65.