Daniel A. Morgan
Trust Portfolio Manager, Sr.
3400 Overton Park Drive SE, 4th Floor
Atlanta GA 30339
As a Portfolio Manager, Daniel Morgan has the knowledge and fiduciary responsibility you can count on to help build, maintain and transfer your wealth. From basic trust needs to extenuating estate planning circumstances, he has the experience to help individuals, families and small businesses.
Daniel has been working in the Trust Industry since 2004 but started his career in the Financial Industry in 1987. He graduated from the University of Miami with a master’s degree in business administration.
Important Disclosure Information
This content is general in nature and does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.