Bradley I. Morgan, CFP®

Wealth Advisor & Portfolio Manager

Brad is a wealth advisor and portfolio manager working with our senior wealth advisors to provide financial planning and investment management to individuals, foundations and endowments. He is a member of RiverPoint’s investment committee, focusing on investment research and analysis.

Prior to joining RiverPoint, 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 RiverPoint.

Brad earned his bachelor’s and master’s degrees from the University of Tennessee, graduating magna cum laude. His wife, Jenny, works at Procter & Gamble. Brad also holds the CERTIFIED FINANCIAL PLANNER™ professional designation. Brad is involved with Crossroads and is a SmartMoney workshop facilitator at the CityLink center. He is also a volunteer for Hart Animal Rescue. Brad and Jenny are outdoor enthusiasts who enjoy skiing, scuba diving, cycling, golfing and traveling with family.