Alan T. Morgan
Concord, NC 28027
Fax | 704-786-0750
E-mail | Alan.Morgan@cpcllp.com
To see our investors utilize the principles of stewardship to grow their families and communities and live life abundantly.
Areas of Expertise
- Investment Allocation
- Financial Stewardship
- Long Term Care
- Bachelor’s of Science Economics, University of North Carolina, Charlotte
- Series 7, 66
- Facilitator for Compass Financial Small Groups.
Outside The Office
Alan enjoys hiking, hockey, reading and teaching a small group with Alan’s wife, Suzanne, in their home.