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Walt Morgan

Advisor Image
Walt Morgan
Associate
.
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
  • Virginia
  • West Virginia

Insights

Insight image
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
Top 7 charitable giving strategies: Maximizing tax benefits and impact
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
Insight image
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
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.
The Washington Update image
The Washington UpdateOct 27, 2026, 5:00 PM UTC
Virtual
How does what's happening in Washington affect your bottom line?During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning. This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions.No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social. 6002725.1
The Washington Update image
The Washington UpdateOct 27, 2026, 11:30 PM UTC
Virtual
How does what's happening in Washington affect your bottom line?During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning. This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions.No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social. 6002725.1
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.