Walt Morgan

CFP®, FIC

Financial Advisor

Helping my clients achieve financial clarity.

State(s) Licensed:   MD, NC, SC, TX, VA, WV

Phone 540-459-9257
Address

106 Lawyers Row Suite 204
Woodstock, VA 22664

Walt Morgan

Helping my clients achieve financial clarity.

State(s) Licensed:   MD, NC, SC, TX, VA, WV

Let's put your plans in motion

I am a CERTIFIED FINANCIAL PLANNER™ practitioner with over 15 years’ experience in the financial services industry. I believe that money is a tool, not a goal. l. Trust is built on transparency and honesty and I am committed to providing a simple, clear and meaningful customer experience that will focus on providing you comprehensive financial guidance that reflects your goals and values.

Together we can design a plan to help create lifelong income, protection from the unexpected, and position assets to keep working for you. Whether it is helping you with college planning, retirement income planning or protecting loved ones, together we can develop a successful financial strategy.

Support Our Community

In addition to helping you be wise with money, my goal is to inspire generosity through programs like Thrivent Action teams, Thrivent Builds and Thrivent Choice Dollars that will allow you to give back to your community!

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Location

Woodstock Office

Phone:
540-459-9257
Fax:
540-459-9285
Mobile:
540-325-4813

Hours

M – F: 9 a.m. – 5 p.m.

Address

106 Lawyers Row Suite 204
Woodstock, VA 22664