David Morgan is a Founding Managing Partner of the High Net Worth Advisory Group and the High Net Worth Tax Advisory Group. David brings over 40 years’ experience in the financial services profession working with high-net-worth individuals, their families and their businesses. David believes that the financial planning process begins with an “open and honest discussion” where the client is at the center of everything we do.
David graduated from Rollins College in Winter Park Florida, where he majored in Economics and minored in business administration. He is a graduate from the future leader’s program at the Securities Institute of America, held at the University of Pennsylvania Wharton School. As a Certified Financial planner™ professional, David adheres to the highest ethics and a commitment to the fiduciary standard.
David has served as the Co-Chairman of the Collier County Hear Ball, Seacrest Country Day School Board of Directors, two-time award winner for Junior Achievement Volunteer of the year and coached his children’s golf and soccer teams. When not working, David enjoys spending time with his wife Toni, two children and four grandchildren.
