Morgan Brown

With over 25 years of entrepreneurial experience and a strong foundation in financial services, Morgan Brown takes a holistic approach to financial planning. Starting a career at AG Edwards, Morgan developed a deep understanding of investment strategies and client-focused solutions before transitioning into a successful entrepreneurial journey as a dedicated stock trader. 

Morgan is passionate about helping clients achieve their financial goals, focusing on tailored strategies that address their unique needs and aspirations. Raised on Bainbridge Island, Morgan combines local insight with a global perspective, delivering personalized advice to empower clients at every stage of their financial journey. 

Outside of work, Morgan finds inspiration in the great outdoors, enjoying backpacking in the Olympic Mountains, skiing, and surfing. These pursuits reflect the balance and resilience Morgan strives to bring to both life and financial planning. 

Whether you're looking to grow your investments, prepare for retirement, or achieve financial independence, Morgan’s experience and dedication make a trusted partner in your success.