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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
  • Virginia
  • West Virginia

Insights

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If you’re age 55 or older, you may be able to access your 401(k) early. Reach out to learn more about the rule of 55 and how it may impact your retirement planning. See thrivent.com/social for important disclosures.
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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/4qauUq7 See thrivent.com/social for important disclosures.
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Key Topics • Timing of benefits • Implications for family • Future employment and income • Timing taxes This workshop will help you get answers to your questions about Social Security and what it can mean for you. To register for this event go to the Shenandoah County Parks and Recreation web site and click on "online registration". You can find this workshop under the "Educational" tab. You will need to set-up an account to register. The workshop will be held at the Shenandoah County Parks and Recreation facility at 1195 Hisey Avenue, Woodstock, VA 22664 No Products will be sold at this event. See thrivent.com/social for important disclosure information.
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.
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Market and Economic UpdateOct 13, 2026, 4:30 PM UTC - Oct 13, 2026, 5:30 PM UTC
Virtual
Are the current markets making you wonder how to best navigate your financial strategy?Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures. 5688040.3
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All Aboard The Generosity ExpressOct 17, 2026, 6:30 PM UTC
Gettysburg Railway | Gettysburg Railway 106 North Washington Street Gettysburg, PA 17325
A journey of connection, community, and giving.All aboard! Join your Thrivent Member Network for a special afternoon of connection, community and memorable moments as we journey aboard the Gettysburg Railway together. We’ll also explore meaningful opportunities to make a positive impact right here in our local community.No products will be sold. See thrivent.com/social for additional disclosures.
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.