Donald Morgan, Aif®, Cpfa® work email
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Donald Morgan, Aif®, Cpfa® personal email
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.
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Branch ManagerIwealth TaxSpokane, Wa, Us -
Financial Consultant Email: Donald.Morgan@Iwealthconnect.ComIndependent Wealth Connections Jan 2010 - Present2610 N Pines Rd, Spokane Valley, Wa 99206At 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. -
Captain - Development Director- Volunteer - Spokane Composite SquadronCivil Air Patrol Jul 2017 - Present6095 E Rutter Ave, Spokane, Wa 99212 -
Board MemberNaifa Jan 2020 - Dec 2021Spokane-Coeur D'Alene AreaAdvisory board member -
Chief Financial OfficerAllied Pathology Jan 2015 - Dec 2015Prepared 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.
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Account Vice PresidentUbs Wealth Management Jul 2005 - Jan 2010Spokane, Washington Area -
Financial Planning SpecialistSmith Barney Nov 1995 - Jul 2005Coeur D'Alene, IdMember - Blue Chip Council -
Sales ManagerResource Computing Feb 1994 - Oct 1995North IdahoCreated and ran sales team, especially focused on automating the retail small business community via point-of-sale, inventory control and accounting packages.
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Director Of Marketing And Business DevelopmentNorth Idaho Credit Dec 1992 - Jan 1994Managed sales efforts and new business development. Created the Mortgage Credit Division and added online capabilities in electronic check verification.
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PresidentCoast Medcom Jan 1986 - Dec 1992Los Angeles, CaFounder 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.
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Vice President - General ManagerAmerican Investigators 1978 - 1986Los Angeles
Donald Morgan, Aif®, Cpfa® Skills
Donald Morgan, Aif®, Cpfa® Education Details
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National Association Of Plan AdvisorsErisa -
Leadership SpokaneLeadership -
Political Science And Economics -
Fi360Investment Fiduciary
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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