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Morgan Nichols, Private Wealth Advisor serving the Grapevine, TX area - Ameriprise Advisors

Morgan Nichols

CFP®, CRPC®, CDFA®, APMA®

Private Wealth Advisor

Chief Executive Officer of
Nichols Financial Group
11
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
  • Investment Management
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Investments

Interests

Travel is my favorite thing to do with free time

I believe time is best spent with family and friends

I also enjoy Reading, Playing Cards, Wine Tasting, Photography

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • CDFA® Certified Divorce Financial Analyst®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Masters of Liberal Arts, Finance, Harvard University
  • Bachelor of Science, International Business, Pepperdine University

Previous experience

  • John Hancock Investments- Mutual Fund Internal Wholesaler & 529 College Savings Specialist, 2012-2015

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Being involved in my community is highly important to me. I love giving back to causes I am passionate about and meeting great people in the process.

  • Grapevine Rotary Club
  • Leadership Grapevine, Grapevine Chamber of Commerce
  • AMPT Young Professionals, Grapevine Chamber of Commerce
  • Women's Division, Grapevine Chamber of Commerce
  • Pepperdine Alumni, Dallas Waves Chapter