Daniel Morgan

Daniel Morgan Email and Phone Number

Managing Director at Independent Financial Planning @ Independent Financial Planning
Daniel Morgan's Location
Reston, Virginia, United States, United States
Daniel Morgan's Contact Details

Daniel Morgan work email

Daniel Morgan personal email

About Daniel Morgan

Daniel began working in the financial services industry in 2006 and specializes in financial planning, asset allocation and investment management. He became a CERTIFIED FINANCIAL PLANNER® (CFP®) professional in 2014 and started his RIA firm, Independent Financial Planning, LLC.Specialties:Comprehensive Financial PlanningInvestment ManagementCharitable GivingRetirement PlanningCollege PlanningCash Flow Planning10b5-1 StructuringEstate Planning

Daniel Morgan's Current Company Details
Independent Financial Planning

Independent Financial Planning

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Managing Director at Independent Financial Planning
Daniel Morgan Work Experience Details
  • Independent Financial Planning
    Managing Director
    Independent Financial Planning Nov 2014 - Present
    Reston, Va, Us
    Independent Financial Planning, LLC is a Virginia Registered Investment Advisor. IFP provides comprehensive financial planning and investment management services. Please visit our website at www.ifpinvest.com for more information and details.
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  • Reston Wealth Management
    Wealth Advisor
    Reston Wealth Management Dec 2010 - Oct 2014
  • Morgan Stanley Smith Barney
    Financial Advisor
    Morgan Stanley Smith Barney Jul 2006 - Dec 2010
    New York, Ny, Us
    View
  • Environmental Council Of The States
    Research Associate
    Environmental Council Of The States Jan 2005 - Jul 2006

Daniel Morgan Skills

Wealth Management Mutual Funds Securities Portfolio Management Investments Financial Advisory Investment Management Finance Risk Management Wealth

Daniel Morgan Education Details

  • University Of Virginia
    University Of Virginia

Frequently Asked Questions about Daniel Morgan

What company does Daniel Morgan work for?

Daniel Morgan works for Independent Financial Planning

What is Daniel Morgan's role at the current company?

Daniel Morgan's current role is Managing Director at Independent Financial Planning.

What is Daniel Morgan's email address?

Daniel Morgan's email address is de****@****ail.com

What schools did Daniel Morgan attend?

Daniel Morgan attended University Of Virginia.

What are some of Daniel Morgan's interests?

Daniel Morgan has interest in Social Services.

What skills is Daniel Morgan known for?

Daniel Morgan has skills like Wealth Management, Mutual Funds, Securities, Portfolio Management, Investments, Financial Advisory, Investment Management, Finance, Risk Management, Wealth.

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