Steven T. Morgan


Steve has over thirteen years of financial services industry experience.  He consistently serves his clients through an integrity-driven model with unparalleled attention to detail.  Steve focuses on developing long-term relationships, financial plans, and investment strategies that align with clients’ planning, investment, and risk-management objectives.

Steve graduated from New Albany High School in northeast Columbus before attending Brown University in Providence, Rhode Island.  He graduated with a Bachelor of Arts degree in Commerce, Organizations, and Entrepreneurship.  Outside of the office, he enjoys spending time with his family.  His hobbies include soccer, basketball, skiing, reading, and playing with his kids.  He and his wife, Marie, and their three children live in Westerville, Ohio.

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