Donald Morgan, Aif®, Cpfa®

Donald Morgan, Aif®, Cpfa® Email and Phone Number

Branch Manager @ iWealth Tax
Spokane, WA, US
Donald Morgan, Aif®, Cpfa®'s Location
Spokane-Coeur d'Alene Area, United States
Donald Morgan, Aif®, Cpfa®'s Contact Details

Donald Morgan, Aif®, Cpfa® personal email

n/a
About Donald Morgan, Aif®, Cpfa®

Independent Wealth Connections - Founder & Financial Consultant📧 donald.morgan@iWealthConnect.com | 📞 (509) 931-1088Schedule a Consultation: Book Time with MeAre you a family business owner or entrepreneur navigating complex financial landscapes? At Independent Wealth Connections, we specialize in solving the unique challenges of multigenerational wealth transfer, succession planning, and financial legacy protection.🎯 Our Focus: Strategic tax planning, seamless business continuity, and protecting your family against financial risks from unexpected events.⚠️ The Risk: Without proactive planning, you could face unnecessary tax burdens or leave your business and loved ones exposed to financial instability.💼 Our Approach: Combining expertise in family business wealth strategies with advanced fintech solutions from LPL Financial, we empower you to build, preserve, and transfer wealth effectively.🤝 Our Promise:Personalized Service: Tailored strategies to align with your unique family and business goals.Reliable Guidance: Consistent support to help you make confident financial decisions, even in uncertain markets.High Standards: A commitment to ethics, professionalism, and keeping you informed of critical changes.Comprehensive Support: High-touch services designed to position you for enduring financial success.🚀 Ready to secure your financial legacy? Use the 'Book Appointment' feature to start building a sustainable future for your family and business.About Donald MorganDonald Morgan is a registered representative offering securities and advisory services through LPL Financial and a registered investment advisor. Member FINRA/SIPC.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness.The financial professionals associated with LPL Financial may only discuss or transact business with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Donald Morgan, Aif®, Cpfa®'s Current Company Details
iWealth Tax

Iwealth Tax

View
Branch Manager
Spokane, WA, US
Website:
iwealthtax.com
Employees:
1
Donald Morgan, Aif®, Cpfa® Work Experience Details
  • Iwealth Tax
    Branch Manager
    Iwealth Tax
    Spokane, Wa, Us
  • Independent Wealth Connections
    Financial Consultant Email: Donald.Morgan@Iwealthconnect.Com
    Independent Wealth Connections Jan 2010 - Present
    2610 N Pines Rd, Spokane Valley, Wa 99206
    At Independent Wealth Connections, we are committed to providing our clients with cost-effective and client-centered wealth management solutions. We specialize in working with family-owned businesses and affluent individuals to help them build, manage, preserve and transfer their wealth.
  • Civil Air Patrol
    Captain - Development Director- Volunteer - Spokane Composite Squadron
    Civil Air Patrol Jul 2017 - Present
    6095 E Rutter Ave, Spokane, Wa 99212
  • Naifa
    Board Member
    Naifa Jan 2020 - Dec 2021
    Spokane-Coeur D'Alene Area
    Advisory board member
  • Allied Pathology
    Chief Financial Officer
    Allied Pathology Jan 2015 - Dec 2015
    Prepared chart of accounts and basic financial structure working closely with in house counsel. Monitored, analyzed and discussed financial fitness with management on a regular basis.
  • Ubs Wealth Management
    Account Vice President
    Ubs Wealth Management Jul 2005 - Jan 2010
    Spokane, Washington Area
  • Smith Barney
    Financial Planning Specialist
    Smith Barney Nov 1995 - Jul 2005
    Coeur D'Alene, Id
    Member - Blue Chip Council
  • Resource Computing
    Sales Manager
    Resource Computing Feb 1994 - Oct 1995
    North Idaho
    Created and ran sales team, especially focused on automating the retail small business community via point-of-sale, inventory control and accounting packages.
  • North Idaho Credit
    Director Of Marketing And Business Development
    North Idaho Credit Dec 1992 - Jan 1994
    Managed sales efforts and new business development. Created the Mortgage Credit Division and added online capabilities in electronic check verification.
  • Coast Medcom
    President
    Coast Medcom Jan 1986 - Dec 1992
    Los Angeles, Ca
    Founder and CEO of a boutique financial services firm specializing in medical, commercial and casino consulting in the areas of accounts receivable, business office management and risk management.
  • American Investigators
    Vice President - General Manager
    American Investigators 1978 - 1986
    Los Angeles

Donald Morgan, Aif®, Cpfa® Skills

Small Business Planning Accounts Receivable Retail Financial Planning

Donald Morgan, Aif®, Cpfa® Education Details

Frequently Asked Questions about Donald Morgan, Aif®, Cpfa®

What company does Donald Morgan, Aif®, Cpfa® work for?

Donald Morgan, Aif®, Cpfa® works for Iwealth Tax

What is Donald Morgan, Aif®, Cpfa®'s role at the current company?

Donald Morgan, Aif®, Cpfa®'s current role is Branch Manager.

What is Donald Morgan, Aif®, Cpfa®'s email address?

Donald Morgan, Aif®, Cpfa®'s email address is do****@****ubs.com

What schools did Donald Morgan, Aif®, Cpfa® attend?

Donald Morgan, Aif®, Cpfa® attended National Association Of Plan Advisors, Leadership Spokane, California State University-Los Angeles, Fi360.

What are some of Donald Morgan, Aif®, Cpfa®'s interests?

Donald Morgan, Aif®, Cpfa® has interest in Public Policy, Education And Just About Everything Else, Economic Empowerment, Politics, Investment Planning, Opera, Education, Economic Development, Science And Technology, Children's Issues.

What skills is Donald Morgan, Aif®, Cpfa® known for?

Donald Morgan, Aif®, Cpfa® has skills like Small Business, Planning, Accounts Receivable, Retail, Financial Planning.

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