Brandon Morgan

IFW Financial Professional Brandon Morgan IFW Financial Professional Brandon Morgan
  • Bradshaw & Weil
  • Kentucky

Brandon Morgan got his start in the insurance industry in 1989, after graduating from Harding University with a double major in marketing and business management. He then went on to obtain a Master of Science in Financial Planning and become a CERTIFIED FINANCIAL PLANNER ™. He purchased Bradshaw & Weil, Inc. in 1997.

“I like helping retirees and pre-retirees achieve a confident, comfortable retirement, so they can chase their dreams,” Brandon says.

Early on, Brandon understood that traditional retirement methods weren’t foolproof, and he wanted to find a solution that would help his clients. His focus is on creating customized plans for each individual or family that will meet their specific retirement needs and he does so using a combination of investments, annuities, and life insurance.

Brandon is originally from Marshall County, Kentucky. He and his wife moved to Paducah, Kentucky in 1995. In his time away from the office, Brandon is likely spending time with family, at the gym, golfing, or watching a ballgame.

LICENSES & ACCREDITATIONS

  • Certified Financial Planner™
  • Retirement Income Specialist
  • Life, Accident & Health Licensed
  • Annuity & Long Term Care Licensed

AREAS OF EXPERTISE

  • Retirement Income Planning
  • Asset Maximization
  • Wealth Protection
  • Annuity Specialist

Brandon Morgan

Back to top button