Morgan H Smith Jr IMBA, CFP®

An experienced fee-only advisor who has been a financial professional for over 15 years, Morgan specializes in wealth management for physicians, families, business owners, retirees, those contemplating retirement, young and mature business professionals, and institutions requiring a disciplined fiduciary process. He greatly enjoys being on the WorthPointe team, whose shared values and vision makes coming to work like coming home. Morgan has accrued over 25 years of experience in leadership positions in finance, business development, and education. Through living and traveling abroad extensively, Morgan has unique perspectives and insights into the interrelationship between investments and successful investors.

He received an International MBA from USD and also holds the CERTIFIED FINANCIAL PLANNER™ professional credential and is a member of the National Association of Professional Financial Advisors (NAPFA). He has been a frequent speaker to many professional organizations and has appeared on CNBC and Fox Business New Live. He was the past President of the Mahabodhi Buddhist Charitable Organization and a founding member of the Strategic Trusted Advisors Roundtable.