Cameron Morgan, Mba Email & Phone Number

I help families and business owners grow their wealth, protect their hard work, and choose how they want to be taxed by providing experienced financial advice.I've always worked at the intersection of words and numbers. I specialize in simplifying complex concepts -- for example, investing for retirement.My background includes institutional equity research for HSBC-Bangkok; institutional equity sales for Banque Indosuez-London and DBS Securities-London. After 7 years analyzing and selling the Thai Stock market, I realized that I wanted to work with individuals, families, and small businesses on issues relating to retirement and financial security.After completing my MBA at Daniels College of Business in 2004, I began advising business owners, individuals, and families who were serious about growing their wealth. A perfect career fit! I've discovered a way to integrate my journalism training, my stock market experience, and my comprehensive business education for the benefit of families and entrepreneurs. Using the "Protect, Grow, Preserve" model, I help people make one good financial decision after another. It's wildly satisfying!My goal is to act as a conduit for my clients as they achieve financial independence. My particular passion is college funding, as I believe education is the key that turns almost every lock.Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A&I Wealth Management, a dba of A&I Financial Services LLC, registered investment advisor.Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgment of the author as of the date of the post and are subject to change. Information provided is not an offer to buy or sell or a solicitation of any offer to buy or sell any securities mentioned. Posts and comments must refrain from recommending specific investments. The Company will delete comments deemed to be offensive or inappropriate. For further information please see: https://www.assetsandincome.com/disclosures/Specialties: Multiple active US licenses (Series 6, 63, 7, 65), Colorado Life & Health licensed, lapsed UK licenses (SFA), all relating to securities and insurance.

Listed skills include Retirement Planning, Investments, Wealth Management, Securities, and 34 others.