With more than 18 years of experience in the financial services industry, Bobby Morgan advises clients on a broad range of retirement planning strategies. As a Managing Director for Raymond James, located in Columbia TN, he focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique.
Bobby graduated from Tennessee Tech University in 1999, where he played baseball for the TTU Golden Eagles from 1996-1999. He worked one year with AmSouth Bank before moving over into the Investment Services Industry in 2001.
Offering a wide range of investment services and alternatives, Bobby Morgan is committed to helping clients achieve their financial goals. Specializing in creating financial plans, he works with clients to design investment portfolios to meet their individual needs. Service is what helps set Bobby Morgan apart from others in the industry. He is committed to putting client needs first and helping them reach their goals.
Bobby resides in Spring Hill, TN with his wife and their four children. In his free time, Bobby enjoys golfing, softball, duck hunting, coaching his 3 boys in baseball, and serving in his church. He serves on the board of the nonprofit Peace, Power and Purpose.
Raymond James is not affiliated with and does not endorse the opinions or services of Peace, Power and Purpose.