David Morgan

IFW Financial Professional David Morgan IFW Financial Professional David Morgan
  • Retirement & Estate Advisors & Professionals
  • Florida

David H. Morgan is a financial advisor who offers comprehensive, holistic wealth management that connects every aspect of a client’s financial life. To help accomplish that, he engages a team of financial, legal and tax professionals who provide multi-disciplinary solutions to a client’s financial needs – solutions not just from a legal perspective, a tax perspective, or an investment perspective, but from many integrated fields. For clients, the efficiency and results of David’s holistic approach can be dramatic.

A financial services professional for over 25 years, David has extensive experience guiding clients toward their financial goals. His credentials include an Honors degree from Indiana University, a Master of Financial Services (MSFS) degree from the Institute of Business & Finance, and the designation of Certified Estate Advisor (CEA). He is also certified in various other disciplines, such as annuities, asset allocation, investment funds, and retirement income.

As a Registered Investment Advisor, REAP in Wealth Management, unlike many other financial professionals, has a fiduciary duty to deliver unbiased advice and always serve the clients’ best interest.

“When dealing with clients, or anyone,” David says, “my mantra is ‘to comfort, to strengthen, to guide’ – a philosophy espoused by the famous words of the late minister Dr. W. Frank Harrington.”

Away from work, David serves the community as an elder at his church. He enjoys exercising, spending time with his wife and three sons, and following the St. Louis Cardinals baseball and Indiana University basketball teams.


  • Master of Financial Services (MSFS)
  • Certified Estate Advisor (CEA)
  • Registered Investment Advisor
  • Life & Annuity Licensed


  • Retirement Income Planning
  • Estate Planning
  • Insurance Services
  • Wealth Management
  • Tax Management

David Morgan

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