The Team

Morgan & Associates

Our Advisors

William A Morgan III

William A Morgan III

Private Wealth Advisor

More about me...

Contact

william.a.morgan@ampf.com

410.418.9800

Designations

CFP®, ChFC®

Top Areas of Focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

B.S. Degree in Economics from University of Maryland, College Park, MD 1988-1992

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Thomas Henry

Thomas Henry

Financial Advisor

More about me...

Contact

thomas.henry@ampf.com

410.418.9800

Top Areas of Focus

  • Retirement Income Strategies
  • Domestic Partner Planning
  • Wealth Preservation Strategies

Education

B.A., 2009, Corporate Communication and Business Administration, College of Charleston, SC

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Our Staff

Ashley Woodward

Client Service Coordinator