Wesley Morgan
Financial Advisor helping families and business owners develop a sound financial strategy
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Mentor, OH, US
- LinkedIn followers
- 500 followers
About Wesley Morgan
Helping individuals and business owners create, build, and preserve wealth.They say life doesn\'t give you anything you can\'t handle. But that doesn\'t mean you have to handle it alone. These days, it\'s more important than ever to make sure you have a financial advisor by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family\'s wealth, lifestyle and dreams for the future.I am proud to provide my clients and future clients a wide array of insurance and financial solutions to suite their needs. Whether you\'re on your own, have a family, or run your own company, I\'d love to get together and talk about your future. Let\'s get started - there\'s no better time than now.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Wesley W. Morgan is a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company.Neither Morgan Financial Solutions nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Morgan Financial Solutions is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions.8300 Tyler BlvdSuite 205Mentor, OH 44••••••••06
Experience
Financial Services Professional
May 2010 — Present
Registered Representative offering securities products and services through NYLIFE Securities LLC,Member FINRA/SIPC, A Licensed Insurance Agency.
Education
Bowling Green State University
Bachelor of Science, Business Administration: Finance
2007 — 2009
Ashland University
Marketing
2006 — 2007
Lakeland Community College
Associate, Arts
2004 — 2006
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