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Lyle Morgan

Advisor Image
Lyle Morgan
Financial Advisor
.
MBA
200 Galleria Parkway SE Suite 250
Atlanta, GA 30339
Higher Education Planning
Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
Business Owners
About Lyle Morgan
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Bachelors of Finance, UWI, Mona - Mona School of Business and Management
  • Masters of Finance, University of the West Indies, Mona
  • Masters in Business Administration
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • California(Insurance Lic. #4389010)
  • Florida
  • Georgia
  • Kansas
  • Maryland
  • Minnesota
  • Missouri
  • New Jersey
  • New York
  • Ohio
  • Pennsylvania
  • Tennessee
  • Texas
  • Virginia
  • Wisconsin

Insights

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO
Thrivent Market & Economic update
Thrivent Market & Economic updateThrivent’s chief investment strategist, Steve Lowe, on when the Federal Reserve will begin cautiously cutting interest rates, while closely tracking tariffs and inflation. Learn more: https://bit.ly/4kRnFiH
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How to invest for retirement: Account types & strategic moves
How to invest for retirement: Account types & strategic movesInvesting for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.
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Office location
Atlanta Location
200 Galleria Parkway SE Suite 250
Atlanta, GA 30339
Phone470-890-9756Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations