David Morgan

MorganRosel Wealth Management, LLC [email protected] 303.647.3811

Role
Managing Member at Heirloom Wealth Management
Location
Denver, CO, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About David Morgan

As a licensed investment professional for more than 28 years, David leads a team that…

Experience

  1. Managing Member

    Heirloom Wealth Management

    Nov 2017 — Present · Highlands Ranch, CO, US

Education

  • Taylor University

    Bachelor of Arts (B.A.), Business, Communications

    1992 — 1996

  • College for Financial Planning

    CFP®, Accounting and Finance

    2001 — 2002

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David Morgan — Managing Member at Heirloom Wealth Management in Denver, CO, US | Unifers