Adam Morgan, CFP®Associate, Wealth Manager, Great Falls
Adam Morgan, Great Falls, is responsible for helping clients develop creative solutions to their financial objectives at the Great Falls office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs.
Adam began his career as a branch manager for American General Financial services. After earning his MBA from Radford University, he worked as a Financial Specialist at Wachovia Bank before joining the Great Falls office of United Capital Financial Advisers as a Relationship Manager, which we know now as Goldman Sachs Personal Financial Management. After earning his CFP designation he began transitioning to more client facing roles. It’s here that his passion for helping others began to flourish. In his role as advisor he has experience helping clients plan for their future through saving, investing and accumulation.
Adam is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He has earned an MBA from Radford University and a BS in Psychology from Bridgewater College.
Adam has served on the Board of Directors of the Northern Virginia Collaborative Professionals and has taught financial courses for Northern Virginia Mediation Services.
His spare time is spent with his wife Brooke and their 2-year-old daughter Lily.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”), member FINRA/SIPC, and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.