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Walt Morgan

Advisor Image
Walt Morgan
Financial Advisor
.
CFP®, FIC
Part of the North Fork Associates practice
About Walt Morgan

I’ve been a Financial Advisor with Thrivent for the last 15 years and enjoy helping my customers plan wisely for their future. Prior to that I was a photojournalist and picture editor for several publications and later pursed a career in customer service management in the printing and publication industry.


I am married to my wife LLoydine, a Sales Consultant with SYSCO foods, and am the proud father of two married daughters and grandfather to a grandson and a granddaughter. I enjoy spending time with my family and friends and supporting my local community.      

Education, Licensing and Memberships
•Certified Financial Planner Professional (CFP®)•Fraternal Insurance Counselor (FIC) license•FINRA Series 7 General Securities Representative      •FINRA Series 66 Combined State Law•Life & Health Insurance Licenses   •Bachelor of Science Degree, Madison College•Member, National Association of Insurance & Financial Advisors (NAIFA)
Community Activities
Volunteer, Thrivent Action Teams in churches and the community Former Board Member of Shenandoah Valley Lutheran MinistriesMember of the Woodstock Enhancement CommitteeMember, Emanuel Lutheran Church, Woodstock, VA and past council memberMember of the Woodstock Lions ClubMember of the Board of Zoning Appeals, Town of Woodstock
My qualifications
  • CERTIFIED FINANCIAL PLANNER®
  • Fraternal Insurance Counselor
  • Series 7 - General Securities Representative
My state licenses
  • Maryland
  • North Carolina
  • South Carolina
  • Texas
  • Virginia
  • West Virginia

Insights

Basics of a financial plan: What it is & getting started
Basics of a financial plan: What it is & getting startedFeel like financial responsibilities are pulling you in different directions? A financial plan can help you connect the dots between where you are, where you want to go and what matters most along the way.
September 2026 Market Update: Healthy growth sends stocks to new highs
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
It’s not too late to strengthen your income strategy
It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last. Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Legacy Living: Conversations Worth Having Now image
Legacy Living: Conversations Worth Having NowSep 29, 2026, 4:30 PM UTC
Virtual
We all have plenty of time left…until we don’t.Whether it’s months, years, or decades from now, life can change in an instant — for you, a loved one, or a client. And we all want to avoid a frustrating end-of-life scavenger hunt.Closure Mapping helps bring peace of mind — and powerful outcomes.Use our bite-sized approach to create your own unique “Closure Map” to ensure your plans and wishes are honored. This interactive guide walks you through 40 steps — some tactical, some nostalgic, all customizable to your unique situation.No products will be sold. Speakers are not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings image
21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement SavingsSep 29, 2026, 5:00 PM UTC
Virtual
If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled.No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. 6034756.2
View all events
Office location
Woodstock Location
106 Lawyers Row Suite 204
Woodstock, VA 22664
Phone540-459-9257Fax540-459-9285Hours
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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.