J Brian Morgan, AIF, CEPA
Professional ExitMap Planner / Featured
Managing Partner, TAELOS Financial Partners ➤
J Brian Morgan, AIF, CEPA, has always had a passion for understanding people and the unique experiences that guide their decisions and ultimately shape their paths. He looks for ways to have a meaningful impact on the lives of others in his community and the people they care about. He is committed to developing deep relationships with his clients to guide them through building their financial futures with confidence, so they can live their best lives and create lasting legacies for their families, loved ones, and communities.
Originally from South Carolina, he served in the US Air Force before before calling North Carolina his home for the past 24 years.
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- Listing ID: 8060
- Professional Class: Exit Planner