Adam Morgan, CFP®
Managing Director
Adam Morgan is a seasoned financial advisor in the Great Falls 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, Adam's journey began as a branch manager at American General Financial Services. He honed his expertise as a Financial Specialist at Wachovia Bank before joining United Capital as a Relationship Manager in 2013. Adam earned an MBA from Radford University and 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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