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David Morgan

David T. Morgan, CFP®

Senior Vice President, Investments

David is a third-generation financial advisor with more than 35 years of financial services industry experience. The New Jersey native has been a Florida resident since 1981 and with Raymond James & Associates in Naples since 1998 as a former Complex Manager and Branch Manager until January 2020 when he changed his focus into working only with high net worth clients.

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 was on the Seacrest Country Day School Board of Directors and a two-time Junior Achievement volunteer of the year. He was also the Seacrest High School Boys golf coach, Optimist soccer coach, and was co-chairman for the Community School Polo Tournament.

David and his wife, Toni, have two children, ages 27 and 20. David has been a Naples area professional for the past 33 years.

Raymond James is not affiliated with independent third party organizations named herein.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s 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