South Florida Financial Services

CONNECT

Address:

701 U.S. Highway 1, Suite 401 North Palm Beach, FL 33408
Boca Raton |  Ft. Lauderdale | Plantation | Coral Gables
, FL

Phone:

(561) 844-4000

Fax/Other:

(561) 844-9570

Morgan Christian

Morgan Christian

Morgan Christian, a Financial Services Representative, joined South Florida Financial Services in 2014. He brings a wealth of experience and knowledge to his role enabling him to help clients pursue their long-term financial goals through comprehensive, individualized wealth management.

A client-focused approach to wealth management ensures that the recommended programs encompass each client’s individual financial goals, time frames and risk tolerance.  He works closely with clients to develop customized financial programs that incorporates investment strategies along with retirement, college and succession planning.

In addition to developing a custom financial strategy for each client, Morgan conducts regular meetings to review financial goals and make adjustments as economic or lifestyle conditions warrant.

Morgan was born and raised in Amelia Island, Florida and began his career in 2011 by following in his father’s footsteps into the financial services industry.

Morgan is active in several non-profits and volunteers with his family and friends in community projects and activities.  Morgan lives in Jupiter with his significant other and their beloved dog, Riley.  In his free time he enjoys fishing, horseback riding, golfing, and traveling.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck