- Mark E. Amberg
- Matthew Andrulot
- Lauren Austin
- Michele Beernink
- Lucas R. Belanger
- Debbie Berlin
- Sheri Bullard
- Brad Coppel
- Kevin Cuff
- Dwight Davenport
- Jason Edelson
- David Gonzalez
- Nancy Gordon
- Brian J. Grumbach
- Ayaz Hasan
- Emily Hogan
- Charles S. Holt
- Carol Hopkins
- Megan Horneman
- Susan Insley
- Stephen Jacobson
- Edward Karppi
- Kathryn Kelly
- Leo J. Kelly III
- Kai Kressman
- Noel LaMontagne
- Cameron Leydig
- Annie McCann
- Nancy McColgan
- Peter McGratty
- Matthew S. Moore
- John Morgan
- David Nelson
- Thomas J. New
- Taylor O’Hara
- Matthew Pietzak
- Avery A. Prkna
- John Ramos
- Liz Richter Psota
- Richard M. Rosa
- Brian Sabo
- Jonathan Saklad
- Michael Salerno
- Nicholas Schiavone
- Robert Schmitt
- Meg Sheil-Puopolo
- Stephen Thacker
- Michele Welsh
- Andrew Wright
- Kelly Wright
John Morgan
Partner
John is a Managing Director and Partner at Verdence. In this role, John specializes in building, managing, protecting and transferring wealth for the individuals, business owners and institutions he serves. He has over two decades of experience, beginning at Morgan Stanley at 1995.
Get to know John!
If I could invite anyone, living or dead, for dinner, I would ask:
”Arnold Palmer”
If I were not a financial advisor, I would be …
“A firefighter”
Best piece of advice from my parents:
“If you don’t have anything nice to say about someone, say nothing at all.”