Morgan Wam

Relationship Manager

Morgan is a Relationship Manager at United Capital Financial Advisors supporting the Irvine and Newport Beach offices. He is dedicated to guiding individuals in meeting their financial goals by providing a wide range of solutions and options for all backgrounds. Morgan helps clients experience the freedom of achieving their financial goals.

Morgan has over a decade of experience in the finance industry across investment, insurance, real estate and estate focuses. Morgan received his Bachelor’s degree in Business Economics from Northern Arizona University and completed his Master of Business Administration with an emphasis in Finance from Grand Canyon University.

Outside of the office, Morgan loves being a caring father for his daughter and creating memories with his family. He is passionate about baseball and golf and you will likely find him on the course every weekend.

Ready to start a conversation? We’re here to listen.

Tell us about yourself at no cost or obligation.

An introduction to an advisor

A personal conversation

Your questions answered

"*" indicates required fields

Name*

Phone Number*

Email*

Investable Assets*

ZIP Code*

Hidden

Page Title

Hidden

Embed URL

Comments

This field is for validation purposes and should be left unchanged.

By providing a telephone number and submitting this form you are consenting to be contacted by a phone call (primarily) and/or SMS text message. SMS text message & data rates may apply. Reply STOP to opt out of further SMS text messaging.