Brad Morgan

Brad Morgan, CFP®

Senior Wealth Advisor

Cincinnati, OH

Cincinnati, OH

As a senior wealth advisor, Brad provides financial planning and investment management to individuals, foundations and endowments. Brad leads our P&G advisor team and has specialized experience in Procter & Gamble employee benefits.

Following in the footsteps of three generations, Brad began his career at P&G. While there, he spent time around the world serving 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 in mechanical engineering, graduating magna cum laude. Brad is a CERTIFIED FINANCIAL PLANNER professional.