TEAMS +
- Leo J. Kelly III
- Matthew S. Moore
- Susan Insley
- Charles S. Holt
- Cristina McCarthy
- Brian J. Grumbach
- Richard M. Rosa
- Thomas J. New
- Stephen Thacker
- Brian Sabo
- John Morgan
- Meg Sheil-Puopolo
- Avery A. Prkna
- Noel LaMontagne
- Megan Horneman
- Kevin M. Cuff
- Michele Welsh
- Jason M. Edelson
- Michael R. Hoffman
- Matthew Andrulot
- David Nelson
- Shane Twomey
- Debbie Berlin
- Laura Kreutzfeldt
- Annie McCann
- Courtney Hoyes
- Reid Barger
- Lucas R. Belanger
John MorganCEPA®
Managing Director, Partner
Contact:
443.212.7050
Education:
University of Akron, B.S. in Finance
Honors:
Select Member of Concord Elite, Well Fargo’s annual award recognizing top tier national producing brokers
John is a Managing Director and Partner at Verdence. In this role, John specializes in building, managing, protecting and transferring wealth for the individuals 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 invite:
”Arnold Palmer”
If I was 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.”
