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.
Let’s Have a Conversation
We welcome you to schedule a discussion with a financial advisor at no cost or obligation.
During this discussion, you will:
- Share your current situation and goals
- Receive an introduction to an advisor
- Get your financial questions answered
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