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David Morgan

David T. Morgan, CFP®

Senior Vice President, Investments

David is a third-generation financial advisor with more than 30 years of financial services industry experience. The New Jersey native has been a Florida resident since 1981 and has managed the Naples office of Raymond James & Associates since 1998. In 2002, he was promoted to senior vice president, investments, and Southwest Florida complex manager overseeing Lee, Collier and Charlotte counties for Raymond James & Associates.

He is a graduate of Rollins College in Winter Park, Florida, where he majored in economics and minored in business administration. He also graduated from the future leaders program at the Securities Institute of America, held at the University of Pennsylvania Wharton School. As a Certified Financial Planner professional, David adheres to the highest ethics and commitments to professionalism and continuing education.

David is active in the community he calls home. He has served as co-chairman of the Collier County Heart Ball and he is a member of the Seacrest Country Day School Board of Directors and a two-time Junior Achievement volunteer of the year. He was also an Optimist soccer coach for seven years and was co-chairman for the Community School Polo Tournament.

David and his wife, Toni, have two children, ages 21 and 15. David has been a Naples area professional for the past 28 years.


CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

1421 Pine Ridge Road, Suite #300 | Naples, FL 34109 | T: 239.513.6500 | TF: 800.843.2025 | F: 239.596.5474 | Map and Directions