Morgan Wealth Management Group is a team of experienced financial advisors based in Irvine, CA, specializing in providing quality strategies customized to meet the unique needs of their clients. With over 30 years of industry experience, Mark Morgan, Senior Vice President of Wealth Management, leads the team, offering invaluable tax and financial expertise to help clients confidently pursue their life goals.
Trevor Daniel Morgan, a Certified Exit Planning Advisor, joined UBS in 2013 and brings a wealth of knowledge and experience in estate planning and portfolio management. As a Financial Advisor, Trevor utilizes his passion for people and wide array of experience to assist clients in establishing and achieving their financial goals. With a focus on long-term relationships and commitment to quality client service, Morgan Wealth Management Group aims to be the primary source of financial advice for their clients.
Generated from the website