Zachary Morgan

Zachary H. Morgan, AAMS®, CRPC®, AIF®
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

3318 W Friendly Ave

1st Floor,

Greensboro, NC 27410-4806

zach.h.morgan@truist.com

Phone 336-733-0990

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About me

Background

Zach Morgan is a Financial Advisor with Truist Investment Services, Inc. After joining what is now Truist in 2007, Zach has held various progressively responsible roles in the organization. This has created a unique blend of skills centered on servicing clients and on wealth management. Through his role as a Financial Advisor, Zach provides education on various financial solutions, including equities, fixed income solutions, professionally managed strategies, alternative investments, and options trading. These solutions are typically recommended within a financial planning framework. Clients enjoy Zach’s customized approach, straightforward advice, and timely, responsive communication.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Business Administration
Guilford College 1999 2003
Psychology
UNCG 2005
MBA
Gardner Webb University 2011

Personal Interests

Zach believes in giving back to the community, a lesson he learned from his parents. Zach has served on the board of directors at Guidance Carolina and the advisory committee of Creekside Park in Archdale. When Zach is not in the office he enjoys cruising, coaching his two sons, anything baseball, golfing and relaxing at the beach.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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