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Our financial advice team


Michael Morger, Private Wealth Advisor serving the Cincinnati, OH area - Ameriprise Advisors

Michael Morger

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Further Financial Group
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Charitable Giving
  • Saving for Education
  • Employee Stock Options
  • Small Business

Interests

I enjoy sharing activities with my family, especially my grandchildren, tennis, bike riding and reading.

Awards & recognition

  • Ameriprise Circle of Success, 2002 - 2017
  • Ameriprise Hall of Fame, 2014
  • Five Star Wealth Manager, 2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.A., 1975, University of Michigan, Ann Arbor, MI

Community participation

I participate in various volunteer activities related to feeding the hungry, including fundraising and packing boxes of food for delivery to those in need.