Derrick Morgan, Aif®, Cpfa®, Nqpc™
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Derrick Morgan, Aif®, Cpfa®, Nqpc™ Email & Phone Number

Retirement Plan Advisor at Sax Wealth Advisors, LLC
Location: Charlotte, North Carolina, United States 6 work roles 2 schools
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Current company
Sax Wealth Advisors, LLC
Role
Retirement Plan Advisor
Location
Charlotte, North Carolina, United States
Company size
46 employees

Who is Derrick Morgan, Aif®, Cpfa®, Nqpc™? Overview

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Quick answer

Derrick Morgan, Aif®, Cpfa®, Nqpc™ is listed as Retirement Plan Advisor at Sax Wealth Advisors, LLC, a company with 46 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Derrick Morgan, Aif®, Cpfa®, Nqpc™.

Derrick Morgan, Aif®, Cpfa®, Nqpc™ previously worked as Senior Associate at Dimensional Fund Advisors and Associate DC Services at Dimensional Fund Advisors. Derrick Morgan, Aif®, Cpfa®, Nqpc™ holds Finance & Economics Majors, Information Systems Minor from Loyola University Chicago.

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Email format at Sax Wealth Advisors, LLC

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Sax Wealth Advisors, LLC

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About Derrick Morgan, Aif®, Cpfa®, Nqpc™

Derrick Morgan, Aif®, Cpfa®, Nqpc™ is a Retirement Plan Advisor at Sax Wealth Advisors, LLC.

Current workplace

Derrick Morgan, Aif®, Cpfa®, Nqpc™'s current company

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Sax Wealth Advisors, LLC
Sax Wealth Advisors, Llc
Retirement Plan Advisor
Charlotte, NC, US
Website
saxwa.com
Employees
46
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6 roles

Derrick Morgan, Aif®, Cpfa®, Nqpc™ work experience

A career timeline built from the work history available for this profile.

Undergraduate Intern

Dimensional Fund Advisors

Austin, Texas

Undergraduate intern for the institutional services defined contribution group

May 2016 - Aug 2016
Team & coworkers

Colleagues at Sax Wealth Advisors, LLC

Other employees you can reach at saxwa.com. View company contacts for 46 employees →

ES Eric Seidman, Aif® Eric Seidman, Aif® Colleague at Sax Wealth Advisors, Llc New York City Metropolitan Area, United States View → MB Matt Bernocchi Cfp® Matt Bernocchi Cfp® Colleague at Sax Wealth Advisors, Llc New York City Metropolitan Area, United States View → MD Marie Decaprio Cfp®, Cfa Marie Decaprio Cfp®, Cfa Colleague at Sax Wealth Advisors, Llc Tarrytown, New York, United States, United States View → UM Uday Manghnani Uday Manghnani Colleague at Sax Wealth Advisors, Llc Jaipur, Rajasthan, India, India View → CL Carole Lombardi Carole Lombardi Colleague at Sax Wealth Advisors, Llc Clifton, New Jersey, United States, United States View → JC Jack Cassidy Jack Cassidy Colleague at Sax Wealth Advisors, Llc United States, United States View → JS Julia Signorelli Julia Signorelli Colleague at Sax Wealth Advisors, Llc Long Valley, New Jersey, United States, United States View → JS Jonathan Shen, Cfp® Jonathan Shen, Cfp® Colleague at Sax Wealth Advisors, Llc United States, United States View → GM Gregg Munn Gregg Munn Colleague at Sax Wealth Advisors, Llc Saint Johns, Florida, United States, United States View → SR Sac Roberts Sac Roberts Colleague at Sax Wealth Advisors, Llc Toronto, Ontario, Canada, Canada View →
2 education records

Derrick Morgan, Aif®, Cpfa®, Nqpc™ education

Finance & Economics Majors, Information Systems Minor

Loyola University Chicago

Phi Gamma Nu (business fraternity) - Co-treasurer Rambler investment fund - information manager Sigma Alpha Epsilon Quinlan Business.

FAQ

Frequently asked questions about Derrick Morgan, Aif®, Cpfa®, Nqpc™

Quick answers generated from the profile data available on this page.

What company does Derrick Morgan, Aif®, Cpfa®, Nqpc™ work for?

Derrick Morgan, Aif®, Cpfa®, Nqpc™ works for Sax Wealth Advisors, LLC.

What is Derrick Morgan, Aif®, Cpfa®, Nqpc™'s role at Sax Wealth Advisors, LLC?

Derrick Morgan, Aif®, Cpfa®, Nqpc™ is listed as Retirement Plan Advisor at Sax Wealth Advisors, LLC.

Where is Derrick Morgan, Aif®, Cpfa®, Nqpc™ based?

Derrick Morgan, Aif®, Cpfa®, Nqpc™ is based in Charlotte, North Carolina, United States while working with Sax Wealth Advisors, LLC.

What companies has Derrick Morgan, Aif®, Cpfa®, Nqpc™ worked for?

Derrick Morgan, Aif®, Cpfa®, Nqpc™ has worked for Sax Wealth Advisors, Llc, Dimensional Fund Advisors, The Auxin Group, and Rosenthal Collins Group.

Who are Derrick Morgan, Aif®, Cpfa®, Nqpc™'s colleagues at Sax Wealth Advisors, LLC?

Derrick Morgan, Aif®, Cpfa®, Nqpc™'s colleagues at Sax Wealth Advisors, LLC include Eric Seidman, Aif®, Matt Bernocchi Cfp®, Marie Decaprio Cfp®, Cfa, Uday Manghnani, and Carole Lombardi.

How can I contact Derrick Morgan, Aif®, Cpfa®, Nqpc™?

You can use AeroLeads to view verified contact signals for Derrick Morgan, Aif®, Cpfa®, Nqpc™ at Sax Wealth Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Derrick Morgan, Aif®, Cpfa®, Nqpc™ attend?

Derrick Morgan, Aif®, Cpfa®, Nqpc™ holds Finance & Economics Majors, Information Systems Minor from Loyola University Chicago.

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