Brad Morgan

Brad Morgan, CFP®

Portfolio Manager & Senior Wealth Advisor

Cincinnati, OH

Cincinnati, OH

Brad is a senior wealth advisor and portfolio manager working with our other advisors to provide financial planning and investment management to individuals, foundations and endowments.

Prior to joining Mariner Wealth Advisors, Brad spent six years at Procter & Gamble. While there, he had the opportunity to travel to many countries and serve in roles in process design, package development and project management. His passion for investing and desire to work closely with individuals on their financial goals brought him to Mariner Wealth Advisors. 

Brad earned his bachelor’s and master’s degrees from the University of Tennessee, graduating magna cum laude. Brad is a CERTIFIED FINANCIAL PLANNER™ professional and is involved with Crossroads and is a SmartMoney workshop facilitator at the CityLink center. He is also a volunteer for Hart Animal Rescue.