Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Dowling Merline is an Investment Advisor Representative at Captrust in Greenville, South Carolina. Morgan has been in the financial services industry since 2017 and is currently registered with the state of South Carolina. Morgan holds a Series 65 license and has experience in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Previous to joining Captrust, Morgan held positions at Foster Victor Wealth Advisors and Ferguson plc. Morgan holds a degree from Clemson University.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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SC
11/16/2024 - Present
Captrust (Greenville SC)
Active
Inactive
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