Derrick Morgan

Retirement Plan Advisor at Sax Wealth Advisors, LLC

Role
Retirement Plan Advisor at Sax Wealth Advisors, Llc
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Retirement Plan Advisor

    Sax Wealth Advisors, Llc

    Sep 2025 — Present · Charlotte, NC, US

Education

  • Loyola University Chicago

    Finance & Economics Majors, Information Systems Minor

    2013 — 2016

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Derrick Morgan — Retirement Plan Advisor at Sax Wealth Advisors, Llc in Charlotte, NC, US | Unifers