John Morgan



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.”