John S. Morgan
President and Chief Investment Officer: Enhancing Your Total Life
- Role
- President and Chief Investment Officer at Mountain View Strategic Wealth, Llc
- Location
- Hopewell Junction, NY, US
- LinkedIn followers
- 500 followers
About John S. Morgan
I enjoy helping families work toward their long-term goals using our firm’s “Educate…
Experience
President and Chief Investment Officer
Mountain View Strategic Wealth, Llc
Jun 2018 — Present · Hopewell Junction, NY, US
I formed Mountain View Strategic Wealth, LLC in order to work closely with families to formulate and strive toward your long-term financial goals using the firm\'s \"Educate, Plan, Act\" process. Our experienced team is ready to serve your family today.
Education
College for Financial Planning
Accredited Portfolio Mangement Advisor
2016 — 2017
Union College
Bachelor of Science, Industrial Economics
Skills
- Compliance
- Strategic Planning
- Registered Investment Advisor
- Series 65
- Life Insurance
- Bond Markets
- Finance
- Investments
- Risk Management
- Financial Advisory
- Investment Management
- Insurance
- Mutual Funds
- Research
- Stock Market
- Strategy
- Management
- Retirement Planning
- Strategic Financial Planning
- Etfs
- Financial Services
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