Rich Morgan

About Rich Morgan

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community. At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to. Entrepreneurship is in my DNA. My father was a successful business owner. Watching my parents navigate the challenges and opportunities of business ownership, I learned firsthand that success comes from hard work, strong relationships, and continuous learning. My business degree from University of Wisconsin-Eau Claire, along with over 30 years of personal experience as an entrepreneur, business owner, and manger gives me deep insight into the needs, aspirations, and complexities that entrepreneurs face. We work with individuals, families, and business owners who are planning important milestones in life such as retirement, college, selling a business, or creating a legacy for future generations by providing personalized strategies and reliable guidance to help them reach their long-term goals.I\'m a Wisconsin native; I grew up in Eau Claire and now live in Hudson. My passion is my family. I\'m a proud husband, father, and grandfather and love spending time with my growing family! My hobbies include traveling, hiking, movies, music (especially Jazz), and playing trumpet. Whether you live in Western Wisconsin, the greater Twin Cities, or anywhere in the country, we have the ability and technology to serve you as a valued client. Let\'s instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Nov 2025 — Present · Hudson, WI, US

   Serving individual investors and business owners by understanding what\'s most important to them and creating personalized strategies to help them reach their goals.

Education

• Minnesota State College Southeast

  Band Instrument Repair

• University of Wisconsin-Eau Claire

  Bachelor of Business Administration (BBA)