Advisor profile


My approach

Morgan Burklow - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Morgan Burklow - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Charitable Giving
  • Retirement Income Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Montclair State University, Bachelor of Science - Marketing 2007

Interests

  • I love spending time with my wife Jacqueline and newborn son Morgan Titus.
  • My wife and I enjoy traveling in the U.S to states like Pennsylvania, New York, Arizona, Florida and to other countries like Thailand, Ireland, Canada.
  • I am interested in God, Family, Leadership, and Adventure.
  • I am interested in Activities that yield positive outcomes for others.

Community participation