Adam Morgan, CFP®

Managing Director

Adam Morgan is responsible for helping clients develop creative solutions to their financial objectives at United Capital Financial Advisors.

Adam began his career as a branch manager for American General Financial Services. After earning his MBA from Radford University, he worked as a Financial Specialist at Wachovia Bank before joining the Great Falls office of United Capital Financial Advisers as a Relationship Manager. After earning his CFP® designation, he began transitioning to more client-facing roles. It’s here that his passion for helping others began to flourish. In his role as advisor, he has experience helping clients plan for their future through saving, investing and accumulation.

Adam is a CERTIFIED FINANCIAL PLANNER™. He has earned an MBA from Radford University and a BS in Psychology from Bridgewater College.

Adam has served on the Board of Directors of the Northern Virginia Collaborative Professionals and has taught financial courses for Northern Virginia Mediation Services.

His spare time is spent with his wife Brooke and their daughter Lily.

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