Years of Experience
5-20+ Years
HARRISONBURG, VA
7 Years Experience
0 Disclosures
ADVISOR BIO
Morgan Brittany Eye is a financial advisor with Edward Jones. Morgan Brittany Eye has been in the financial services industry for 10 years. She is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Morgan Brittany Eye is registered to provide advisory services in the states of Georgia, Maryland, Mississippi, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, and West Virginia.
SPECIALIZATIONS
WHITE STONE, VA
0 Disclosures
ADVISOR BIO
Morgan Alley is a Certified Financial Planner® and Investment Advisor Representative associated with MWA Investments, LLC. Morgan has been working in the financial services industry since 2011, and has been registered as an Investment Advisor Representative with the state of Virginia since 2011. Morgan also has an active law practice and has been working with the law firm Dunton, Simmons & Dunton, L.L.P. since 1996. Morgan specializes in Financial Planning and Portfolio Management for Individuals, and has a client base composed of high net worth individuals and charitable organizations.
SPECIALIZATIONS
Richmond, VA
1 Years Experience
0 Disclosures
ADVISOR BIO
Morgan Franklin Prime is a registered representative with Morgan Stanley. Morgan holds the Series 7TO and SIE licenses and is based in Richmond, Virginia. Morgan has been in the industry since September 2017 and has experience working with individuals, high-net-worth individuals, institutions, and businesses. Morgan provides a variety of services, including financial planning, asset allocation advice, and portfolio management. Morgan is dedicated to helping clients achieve their financial goals. Morgan is also a registered representative in Virginia.
SPECIALIZATIONS
McLean, VA
0 Disclosures
ADVISOR BIO
Morgan Everett is a financial advisor with Brighton Jones LLC, a firm that provides investment advice to individuals, families, and institutions. Morgan is a Certified Financial Planner™ professional and holds the Series 7, Series 66, and SIE licenses. Morgan has over five years of experience in the financial services industry. Morgan's previous experience includes working at RBC Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Charles Schwab & Co., Inc.
SPECIALIZATIONS
MCLEAN, VA
0 Disclosures
ADVISOR BIO
Morgan Veth is a financial advisor with Bogart Wealth, LLC and has been in the industry since 2007. Morgan has Series 6, 7, 9, 10, 63, and 66 licenses and has worked previously at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Morgan Veth has a CFP designation and works with high-net-worth individuals and individuals other than high-net-worth clients. Bogart Wealth, LLC is a registered investment advisor that provides financial planning, educational seminars, and portfolio management services.
SPECIALIZATIONS
Leesburg, VA
8 Years Experience
0 Disclosures
ADVISOR BIO
Morgan Russo is a financial advisor registered with LPL Financial LLC. Morgan has over 7 years of experience in the financial services industry. Morgan is licensed to offer investment advice in 53 states and the District of Columbia. Morgan's previous experience includes working with Grove Point Investments, LLC, MML Investors Services, LLC, and MSI Financial Services, Inc. Morgan holds the Series 4, 7, 24, 52, 53, 66, and 99TO licenses and the SIE. Morgan is a registered representative of LPL Financial LLC. Morgan's office is located in Leesburg, Virginia. Morgan can also assist clients from Fort Mill, South Carolina.
SPECIALIZATIONS
PURCELLVILLE, VA
2 Years Experience
0 Disclosures
ADVISOR BIO
Morgana Herrera is a financial advisor at Edward Jones. Morgana has been in the industry since August 2022 and is currently registered in 22 states. Morgana specializes in providing financial advice to individuals, families, and businesses. Morgana is committed to helping her clients reach their financial goals and is dedicated to providing them with personalized service.
SPECIALIZATIONS
VIRGINIA BEACH, VA
0 Disclosures
ADVISOR BIO
Morris McKinney is an investment advisor representative with Wealth Planning, Inc. Morris is licensed with the state of Virginia and has been in the industry since September 1992. Morris is a Certified Financial Planner and has been serving clients as the president of the firm since 1992. Morris specializes in providing financial planning services for individuals. Wealth Planning, Inc. primarily provides financial planning services to individuals. The firm serves a total of 8 individuals, and has approximately $5,331,489 in assets under management. The firm charges fees based on a percentage of assets, hourly charges, and fixed fees.
SPECIALIZATIONS
WILLIAMSBURG, VA
15 Years Experience
1 Disclosures
ADVISOR BIO
Moses Emile Newsome is a financial advisor at Wells Fargo Clearing Services, LLC. Moses has been in the financial services industry since 2009, and has held licenses for over 11 years. Moses is registered with the state of Virginia. Moses is also licensed to sell securities and variable contracts. Moses specializes in providing financial planning, portfolio management, and investment consulting services to individual and institutional clients.
SPECIALIZATIONS
RESTON, VA
24 Years Experience
1 Disclosures
ADVISOR BIO
Mounir Benbatoul is a financial advisor with over 20 years of experience in the industry. He is currently registered with Morgan Stanley and has previously worked with MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC. and PRUDENTIAL SECURITIES INCORPORATED. Mounir holds a variety of licenses and certifications, including Series 7, Series 10, Series 31, Series 63, and Series 65. He has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Mounir is committed to helping his clients achieve their financial goals.
SPECIALIZATIONS