Morgan Financial & Retirement Planning of Raymond James
Paul Morgan

Paul C. Morgan

CFP®, AIF®, AWMA®, CPFA
Senior Vice President, Wealth Management
Financial Advisor

Paul has been providing comprehensive financial planning services to his clients since 1995. He started his career with Morgan Stanley before joining Raymond James in October, 2002. He enjoys learning all about his clients and their needs, educating them on their options and helping them to develop a plan of action to meet them. He graduated from Brother Martin High School, attended LSU in Baton Rouge and received his bachelor’s degree from the University of New Orleans.

Paul is a CERTIFIED FINANCIAL PLANNER ™ professional, an Accredited Investment Fiduciary, and earned the Accredited Wealth Management Advisor℠ designation, to provide professional financial planning and wealth management services. Paul completed approved educational programs, passed rigorous examinations and met stringent experience requirements. Paul also adheres to a professional Code of Ethics and fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

Paul is a Louisiana Notary Public* commissioned in, and for, the Parish of St. Tammany with statewide jurisdiction. He also holds a real estate license for the state of Louisiana.

*Notary services not provided by Raymond James.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.