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Our financial advice team


Michele R Morgan Ameriprise Financial Advisor

Michele R Morgan

Financial Advisor

Vice President
The Townsend Morgan Group
26
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.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

  • Spring Arbor University, BA, Business Administration and Management

Previous experience

  • Financial Advisor, Vice President, UBS, Grand Blanc, MI, 2009-2019
  • Financial Advisor, Vice President, Citigroup Smith Barney, Flint MI, 1998-2009
  • Account Executive, Financial Advisor, Copeland Equities, Michigan, 1995-1998
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