Adam Morgan, CFP®

Managing Director

Adam Morgan is a seasoned financial advisor in the Northern Virginia office of United Capital Financial Advisors. Through strategic planning, Adam assists clients in navigating the complexities of saving, investing, and wealth accumulation. He is dedicated to crafting personalized strategies that empower clients to achieve their financial goals.

With a rich background in financial services spanning over 20 years, he has held leadership and advisory positions at Wachovia Bank, c5 Wealth Management and, since 2013, United Capital Financial Advisors.

Adam is a 2000 graduate of Bridgewater College where he earned his Bachelor of Science in Psychology and a 2003 graduate of Radford University where he earned his MBA. He is also a CERTIFIED FINANCIAL PLANNER® professional. Beyond his professional achievements, Adam has previously engaged in various community initiatives, having served on the Board of Directors of the Northern Virginia Collaborative Professionals, and facilitated financial courses for Northern Virginia Mediation Services.

In his leisure time, Adam finds joy in family moments with his wife Brooke and their daughter Lily.

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