Morgan Webb
Managing Partner | CERTIFIED FINANCIAL PLANNER™ at Estrada Webb & Associates
- Role
- Managing Partner Certified Financial Plannertm at Estrada Webb & Associates
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Morgan Webb
As Managing Partner and CERTIFIED FINANCIAL PLANNER™ at Estrada Webb & Associates, I…
Experience
Managing Partner Certified Financial Plannertm
Aug 2016 — Present · Dallas-Fort Worth, TX, US
Education
University of North Texas
Bachelor of Business Administration (B.B.A.)
Skills
- Disability Insurance
- Certified Financial Planner
- Long Term Care Insurance
- Tax Planning
- Financial Analysis
- Fixed Annuities
- Portfolio Management
- Contract Negotiation
- Investment Advisory
- Defined Benefit
- Insurance
- Budgets
- Life Insurance
- Management
- Marketing
- Retirement Planning
- Risk Management
- Strategic Planning
- Strategic Financial Planning
- Wealth Management
- Investments
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