Alex Morgan

About Alex Morgan

Hello, and thanks for visiting my profile!I’m a Finance graduate from the University of Iowa and currently a Relationship Manager at Legacy Financial Group, where I’m beginning my career path as a Financial Advisor. I focus on fiduciary management and holistic financial planning, helping clients make informed, long-term decisions.Previously, I served as a Wealth Management Operations Principal at Farm Bureau Financial Services, where I gained hands-on experience across wealth management operations and earned my SIE, Series 7, and Series 24 certifications.I’m known for a strong work ethic, clear communication, and building meaningful relationships. Outside of work, I’ve been involved with Big Brothers Big Sisters, reinforcing my commitment to mentorship and community.Let’s connect—I’m always open to exchanging insights and opportunities.The material presented by Alex Morgan is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Alex Morgan is an Relationship Manager at Legacy Financial Group. Advisory services are provided by Legacy Financial Group, a registered investment advisor with the Securities and Exchange Commission. SEC registration does not constitute an endorsement of Legacy Financial Group by the SEC nor does it indicate that Legacy Financial Group has attained a particular level of skill or ability. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Legacy Financial Group expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

Experience

1. Relationship Manager

   Legacy Financial Group

   Mar 2026 — Present · Des Moines, IA, US

   Prepared client meeting materials, analyzed portfolios, and identified rebalancing opportunities to support financial advisors• Delivered responsive client service by handling inquiries, account updates, and onboarding processes• Executed trades, monitored allocations, and conducted research to support investment decisions• Completed follow-ups, supported tax reporting (1099s, RMDs), and ensured compliance with regulations

Education

• IES Abroad

  Bachelor of Business Administration - BBA, Business and Culture

• The University of Iowa Tippie College of Business

  Bachelor of Business Administration - BBA, Finance, General